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 | $235,545 | $117,983+99.6% | $101,794+131.4% | $142,382+65.4% |
| Participation rate | 61.1% | 74.2%-13.1pp | 69.2%-8.1pp | 80.1%-19.0pp |
| Annual return | 15.72% | 36.92%-21.2pp | 30.53%-14.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,292 | $2,773+18.7% | $2,289+43.8% | $4,299-23.4% |
| Participant deferral / active EE | $7,836 | $4,714+66.2% | $4,084+91.9% | $6,507+20.4% |
| Admin fee / account holder | $819 | $10,433-92.2% | $8,777-90.7% | $12,624-93.5% |