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 | $72,202 | $86,929-16.9% | $102,423-29.5% | $80,856-10.7% |
| Participation rate | 54.4% | 72.4%-18.0pp | 76.5%-22.1pp | 67.6%-13.3pp |
| Annual return | 11.50% | 18.88%-7.4pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,410 | $2,369-40.5% | $3,023-53.4% | $2,755-48.8% |
| Participant deferral / active EE | $3,070 | $4,118-25.5% | $5,053-39.2% | $4,296-28.5% |
| Admin fee / account holder | $5,229 | $8,049-35.0% | $9,451-44.7% | $6,918-24.4% |