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 | $48,095 | $73,981-35.0% | $105,722-54.5% | $62,891-23.5% |
| Participation rate | 43.9% | 71.7%-27.8pp | 78.9%-35.0pp | 69.3%-25.4pp |
| Annual return | 6.15% | 17.60%-11.5pp | 12.25%-6.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,981 | $2,856-30.6% | $4,079-51.4% | $2,281-13.1% |
| Participant deferral / active EE | $2,879 | $4,038-28.7% | $5,326-45.9% | $3,203-10.1% |
| Admin fee / account holder | $8,767 | $5,976+46.7% | $8,308+5.5% | $4,296+104.1% |