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 | $112,384 | $135,952-17.3% | $123,892-9.3% | $273,961-59.0% |
| Participation rate | 35.7% | 84.1%-48.3pp | 81.4%-45.7pp | 83.0%-47.3pp |
| Annual return | 10.57% | 56.63%-46.1pp | 47.52%-36.9pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,566 | $5,170-69.7% | $4,617-66.1% | $4,869-67.8% |
| Participant deferral / active EE | $5,505 | $6,343-13.2% | $5,984-8.0% | $5,287+4.1% |
| Admin fee / account holder | $9,842 | $9,817+0.3% | $8,357+17.8% | $10,132-2.9% |