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 | $65,969 | $58,828+12.1% | $77,999-15.4% | $62,891+4.9% |
| Participation rate | 35.0% | 71.1%-36.1pp | 75.5%-40.5pp | 69.3%-34.3pp |
| Annual return | 6.51% | 17.16%-10.7pp | 425.96%-419.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $923 | $1,672-44.8% | $2,470-62.6% | $2,281-59.5% |
| Participant deferral / active EE | $1,482 | $2,686-44.8% | $3,497-57.6% | $3,203-53.7% |
| Admin fee / account holder | $2,261 | $4,393-48.5% | $5,480-58.7% | $4,296-47.4% |