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 | $87,331 | $101,724-14.1% | $164,813-47.0% | $80,856+8.0% |
| Participation rate | 32.2% | 71.8%-39.6pp | 78.6%-46.4pp | 67.6%-35.4pp |
| Annual return | 15.68% | 16.72%-1.0pp | 69.93%-54.2pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,250 | $2,953-57.7% | $4,341-71.2% | $2,755-54.6% |
| Participant deferral / active EE | $2,208 | $4,477-50.7% | $6,031-63.4% | $4,296-48.6% |
| Admin fee / account holder | $1,611 | $8,227-80.4% | $12,690-87.3% | $6,918-76.7% |