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 | $36,182 | $86,929-58.4% | $102,423-64.7% | $80,856-55.3% |
| Participation rate | 43.6% | 72.4%-28.8pp | 76.5%-32.9pp | 67.6%-24.0pp |
| Annual return | 12.53% | 18.88%-6.3pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,349 | $2,369-43.1% | $3,023-55.4% | $2,755-51.0% |
| Participant deferral / active EE | $3,055 | $4,118-25.8% | $5,053-39.5% | $4,296-28.9% |
| Admin fee / account holder | $2,515 | $8,049-68.8% | $9,451-73.4% | $6,918-63.6% |