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 | $43,160 | $50,464-14.5% | $75,781-43.0% | $52,331-17.5% |
| Participation rate | 57.9% | 66.8%-8.8pp | 75.8%-17.9pp | 68.1%-10.2pp |
| Annual return | 2.95% | 1.03%+1.9pp | 9.68%-6.7pp | 4.54%-1.6pp |
| Employer contribution / active EE | $1,180 | $1,988-40.6% | $3,323-64.5% | $1,882-37.3% |
| Participant deferral / active EE | $4,669 | $2,570+81.7% | $3,651+27.9% | $3,022+54.5% |
| Admin fee / account holder | $1,551 | $1,103+40.7% | $5,299-70.7% | $592+162.2% |