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 | $31,479 | $86,929-63.8% | $102,423-69.3% | $80,856-61.1% |
| Participation rate | 55.8% | 72.4%-16.6pp | 76.5%-20.7pp | 67.6%-11.8pp |
| Annual return | 11.87% | 18.88%-7.0pp | 29.32%-17.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,202 | $2,369-49.3% | $3,023-60.3% | $2,755-56.4% |
| Participant deferral / active EE | $1,963 | $4,118-52.3% | $5,053-61.2% | $4,296-54.3% |
| Admin fee / account holder | $20,471 | $8,049+154.3% | $9,451+116.6% | $6,918+195.9% |