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 | $52,448 | $86,929-39.7% | $102,423-48.8% | $80,856-35.1% |
| Participation rate | 36.2% | 72.4%-36.2pp | 76.5%-40.3pp | 67.6%-31.4pp |
| Annual return | 12.52% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,619 | $2,369-31.7% | $3,023-46.5% | $2,755-41.2% |
| Participant deferral / active EE | $4,075 | $4,118-1.1% | $5,053-19.4% | $4,296-5.1% |
| Admin fee / account holder | $9,124 | $8,049+13.4% | $9,451-3.5% | $6,918+31.9% |