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 | $80,109 | $81,248-1.4% | $155,509-48.5% | $80,856-0.9% |
| Participation rate | 40.9% | 66.2%-25.3pp | 78.2%-37.3pp | 67.6%-26.7pp |
| Annual return | 33.18% | 33.31%-0.1pp | 64.67%-31.5pp | 35.59%-2.4pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,739 | $3,452-20.6% | $5,626-51.3% | $4,296-36.2% |
| Admin fee / account holder | $5,240 | $7,997-34.5% | $15,912-67.1% | $6,918-24.3% |