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 | $136,712 | $135,952+0.6% | $123,892+10.3% | $273,961-50.1% |
| Participation rate | 46.7% | 84.1%-37.4pp | 81.4%-34.7pp | 83.0%-36.3pp |
| Annual return | 9.87% | 56.63%-46.8pp | 47.52%-37.6pp | 41.45%-31.6pp |
| Employer contribution / active EE | $1,531 | $5,170-70.4% | $4,617-66.8% | $4,869-68.6% |
| Participant deferral / active EE | $5,301 | $6,343-16.4% | $5,984-11.4% | $5,287+0.3% |
| Admin fee / account holder | $4,236 | $9,817-56.8% | $8,357-49.3% | $10,132-58.2% |