See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,173 | $81,460-17.5% | $103,333-35.0% | $80,856-16.9% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.6%-27.6pp |
| Annual return | 14.26% | 25.55%-11.3pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $806 | $3,105-74.0% | $3,868-79.2% | $2,755-70.7% |
| Participant deferral / active EE | $2,134 | $3,869-44.8% | $5,057-57.8% | $4,296-50.3% |
| Admin fee / account holder | $4,024 | $6,566-38.7% | $8,355-51.8% | $6,918-41.8% |