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 | $49,810 | $56,054-11.1% | $171,082-70.9% | $62,891-20.8% |
| Participation rate | 42.9% | 62.9%-20.0pp | 76.7%-33.8pp | 69.3%-26.4pp |
| Annual return | 6.65% | 22.52%-15.9pp | 32.56%-25.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $922 | $1,731-46.8% | $4,002-77.0% | $2,281-59.6% |
| Participant deferral / active EE | $3,080 | $3,158-2.5% | $4,797-35.8% | $3,203-3.8% |
| Admin fee / account holder | $8,892 | $3,647+143.8% | $8,520+4.4% | $4,296+107.0% |