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 | $80,779 | $87,013-7.2% | $106,213-23.9% | $80,856-0.1% |
| Participation rate | 43.2% | 70.4%-27.3pp | 75.3%-32.1pp | 67.6%-24.5pp |
| Annual return | 15.58% | 17.05%-1.5pp | 116.14%-100.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,787 | $3,986-5.0% | $5,016-24.5% | $4,296-11.9% |
| Admin fee / account holder | $1,345 | $8,431-84.0% | $11,033-87.8% | $6,918-80.6% |