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 | $129,077 | $127,386+1.3% | $115,037+12.2% | $125,391+2.9% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 0.57% | 31.28%-30.7pp | 26.14%-25.6pp | 282.22%-281.7pp |
| Employer contribution / active EE | $9,588 | $5,166+85.6% | $4,608+108.1% | $4,866+97.0% |
| Participant deferral / active EE | $2,265 | $6,423-64.7% | $6,026-62.4% | $5,352-57.7% |
| Admin fee / account holder | $2,403 | $9,516-74.7% | $8,175-70.6% | $9,540-74.8% |