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 | $80,992 | $86,929-6.8% | $102,423-20.9% | $80,856+0.2% |
| Participation rate | 56.7% | 72.4%-15.7pp | 76.5%-19.8pp | 67.6%-11.0pp |
| Annual return | 12.15% | 18.88%-6.7pp | 29.32%-17.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,601 | $2,369-32.4% | $3,023-47.1% | $2,755-41.9% |
| Participant deferral / active EE | $3,655 | $4,118-11.3% | $5,053-27.7% | $4,296-14.9% |
| Admin fee / account holder | $584 | $8,049-92.7% | $9,451-93.8% | $6,918-91.6% |