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 | $55,521 | $82,032-32.3% | $123,104-54.9% | $59,632-6.9% |
| Participation rate | 57.6% | 83.2%-25.6pp | 86.8%-29.2pp | 68.7%-11.0pp |
| Annual return | -1.43% | 5.12%-6.6pp | 13.22%-14.7pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $2,882 | $3,297-12.6% | $5,151-44.1% | $2,203+30.8% |
| Participant deferral / active EE | $5,657 | $4,667+21.2% | $6,230-9.2% | $3,192+77.2% |
| Admin fee / account holder | $4,232 | $5,881-28.0% | $9,015-53.1% | $4,297-1.5% |