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 | $84,551 | $86,929-2.7% | $102,423-17.4% | $80,856+4.6% |
| Participation rate | 61.4% | 72.4%-11.0pp | 76.5%-15.1pp | 67.6%-6.2pp |
| Annual return | 21.99% | 18.88%+3.1pp | 29.32%-7.3pp | 35.59%-13.6pp |
| Employer contribution / active EE | $928 | $2,369-60.8% | $3,023-69.3% | $2,755-66.3% |
| Participant deferral / active EE | $2,412 | $4,118-41.4% | $5,053-52.3% | $4,296-43.9% |
| Admin fee / account holder | $18,550 | $8,049+130.5% | $9,451+96.3% | $6,918+168.1% |