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 | $43,089 | $86,929-50.4% | $102,423-57.9% | $80,856-46.7% |
| Participation rate | 43.8% | 72.4%-28.6pp | 76.5%-32.7pp | 67.6%-23.9pp |
| Annual return | 18.19% | 18.88%-0.7pp | 29.32%-11.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $1,759 | $2,369-25.8% | $3,023-41.8% | $2,755-36.2% |
| Participant deferral / active EE | $2,711 | $4,118-34.2% | $5,053-46.4% | $4,296-36.9% |
| Admin fee / account holder | $2,737 | $8,049-66.0% | $9,451-71.0% | $6,918-60.4% |