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 | $83,246 | $53,053+56.9% | $126,539-34.2% | $74,304+12.0% |
| Participation rate | 42.4% | 48.0%-5.6pp | 69.8%-27.4pp | 60.3%-17.9pp |
| Annual return | 16.63% | 29.46%-12.8pp | 425.95%-409.3pp | 29.43%-12.8pp |
| Employer contribution / active EE | $753 | $1,168-35.5% | $3,674-79.5% | $2,241-66.4% |
| Participant deferral / active EE | $1,569 | $2,303-31.9% | $4,083-61.6% | $3,767-58.3% |
| Admin fee / account holder | $3,023 | $3,698-18.3% | $6,065-50.2% | $2,969+1.8% |