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 | $86,161 | $86,929-0.9% | $102,423-15.9% | $80,856+6.6% |
| Participation rate | 34.4% | 72.4%-38.0pp | 76.5%-42.1pp | 67.6%-33.3pp |
| Annual return | 16.11% | 18.88%-2.8pp | 29.32%-13.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $987 | $2,369-58.3% | $3,023-67.3% | $2,755-64.2% |
| Participant deferral / active EE | $2,504 | $4,118-39.2% | $5,053-50.5% | $4,296-41.7% |
| Admin fee / account holder | $1,642 | $8,049-79.6% | $9,451-82.6% | $6,918-76.3% |