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 | $80,043 | $87,013-8.0% | $106,213-24.6% | $80,856-1.0% |
| Participation rate | 44.6% | 70.4%-25.8pp | 75.3%-30.7pp | 67.6%-23.0pp |
| Annual return | 11.60% | 17.05%-5.5pp | 116.14%-104.5pp | 35.59%-24.0pp |
| Employer contribution / active EE | $814 | $2,395-66.0% | $3,171-74.3% | $2,755-70.4% |
| Participant deferral / active EE | $2,516 | $3,986-36.9% | $5,016-49.8% | $4,296-41.4% |
| Admin fee / account holder | $10,688 | $8,431+26.8% | $11,033-3.1% | $6,918+54.5% |