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 | $34,626 | $97,044-64.3% | $83,333-58.4% | $135,375-74.4% |
| Participation rate | 62.5% | 80.4%-17.9pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -7.20% | 12.31%-19.5pp | 10.63%-17.8pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,853 | $4,143-31.1% | $3,379-15.5% | $4,779-40.3% |
| Participant deferral / active EE | $5,903 | $5,964-1.0% | $5,565+6.1% | $5,609+5.2% |
| Admin fee / account holder | $1,546 | $8,380-81.6% | $7,510-79.4% | $10,827-85.7% |