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 | $34,846 | $74,879,922-100.0% | $40,145,923-99.9% | $273,961-87.3% |
| Participation rate | 64.7% | 74.1%-9.4pp | 68.4%-3.7pp | 83.0%-18.3pp |
| Annual return | 5.80% | 2.55%+3.2pp | 5.24%+0.6pp | 41.45%-35.7pp |
| Employer contribution / active EE | $482 | $2,350-79.5% | $1,844-73.8% | $4,869-90.1% |
| Participant deferral / active EE | $1,687 | $2,962-43.0% | $2,591-34.9% | $5,287-68.1% |
| Admin fee / account holder | $3,639 | $3,725-2.3% | $2,903+25.3% | $10,132-64.1% |