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 | $111,893 | $52,681+112.4% | $75,781+47.7% | $59,632+87.6% |
| Participation rate | 52.0% | 67.2%-15.2pp | 75.8%-23.8pp | 68.7%-16.7pp |
| Annual return | -1.21% | 2.95%-4.2pp | 9.68%-10.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $4,290 | $2,193+95.6% | $3,323+29.1% | $2,203+94.8% |
| Participant deferral / active EE | $2,516 | $2,591-2.9% | $3,651-31.1% | $3,192-21.2% |
| Admin fee / account holder | $1,318 | $3,610-63.5% | $5,299-75.1% | $4,297-69.3% |