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 | $149,129 | $162,781-8.4% | $133,956+11.3% | $158,922-6.2% |
| Participation rate | 68.8% | 83.2%-14.5pp | 79.8%-11.1pp | 82.0%-13.2pp |
| Annual return | 15.49% | 41.94%-26.4pp | 45.09%-29.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,035 | $4,975-79.2% | $3,919-73.6% | $4,761-78.3% |
| Participant deferral / active EE | $5,187 | $5,911-12.3% | $5,048+2.8% | $5,982-13.3% |
| Admin fee / account holder | $7,559 | $11,736-35.6% | $8,927-15.3% | $11,246-32.8% |