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 | $89,482 | $91,552-2.3% | $133,956-33.2% | $79,858+12.1% |
| Participation rate | 62.8% | 73.3%-10.6pp | 79.8%-17.0pp | 69.6%-6.8pp |
| Annual return | 19.28% | 61.85%-42.6pp | 45.09%-25.8pp | 31.71%-12.4pp |
| Employer contribution / active EE | $869 | $2,384-63.6% | $3,919-77.8% | $2,471-64.8% |
| Participant deferral / active EE | $2,838 | $3,733-24.0% | $5,048-43.8% | $3,740-24.1% |
| Admin fee / account holder | $4,184 | $6,321-33.8% | $8,927-53.1% | $5,306-21.2% |