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 | $83,885 | $81,248+3.2% | $155,509-46.1% | $80,856+3.7% |
| Participation rate | 55.4% | 66.2%-10.8pp | 78.2%-22.8pp | 67.6%-12.3pp |
| Annual return | 17.80% | 33.31%-15.5pp | 64.67%-46.9pp | 35.59%-17.8pp |
| Employer contribution / active EE | $924 | $3,100-70.2% | $4,672-80.2% | $2,755-66.5% |
| Participant deferral / active EE | $2,266 | $3,452-34.4% | $5,626-59.7% | $4,296-47.3% |
| Admin fee / account holder | $1,418 | $7,997-82.3% | $15,912-91.1% | $6,918-79.5% |