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 | $75,980 | $83,477-9.0% | $125,175-39.3% | $72,985+4.1% |
| Participation rate | 56.3% | 73.3%-17.1pp | 79.8%-23.5pp | 69.5%-13.2pp |
| Annual return | 17.38% | 25.78%-8.4pp | 43.79%-26.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,640 | $2,345-30.1% | $3,865-57.6% | $2,440-32.8% |
| Participant deferral / active EE | $4,066 | $3,585+13.4% | $4,937-17.6% | $3,607+12.7% |
| Admin fee / account holder | $1,589 | $5,517-71.2% | $9,702-83.6% | $5,124-69.0% |