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 | $83,456 | $88,042-5.2% | $138,135-39.6% | $79,858+4.5% |
| Participation rate | 58.6% | 71.4%-12.8pp | 78.7%-20.1pp | 69.6%-11.0pp |
| Annual return | 13.87% | 20.58%-6.7pp | 20.51%-6.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,028 | $3,103-66.9% | $5,587-81.6% | $2,471-58.4% |
| Participant deferral / active EE | $2,889 | $4,704-38.6% | $6,431-55.1% | $3,740-22.7% |
| Admin fee / account holder | $5,152 | $7,791-33.9% | $11,856-56.5% | $5,306-2.9% |