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 | $76,747 | $82,882-7.4% | $127,761-39.9% | $72,985+5.2% |
| Participation rate | 48.5% | 71.5%-23.0pp | 79.0%-30.5pp | 69.5%-21.0pp |
| Annual return | 24.06% | 32.20%-8.1pp | 26.14%-2.1pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,499 | $3,346-55.2% | $4,574-67.2% | $2,440-38.6% |
| Participant deferral / active EE | $3,201 | $4,791-33.2% | $6,021-46.8% | $3,607-11.3% |
| Admin fee / account holder | $9,613 | $6,487+48.2% | $9,395+2.3% | $5,124+87.6% |