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 | $118,251 | $65,365+80.9% | $92,893+27.3% | $72,985+62.0% |
| Participation rate | 67.7% | 68.3%-0.6pp | 76.0%-8.3pp | 69.5%-1.7pp |
| Annual return | 24.05% | 42.10%-18.0pp | 109.41%-85.4pp | 81.00%-56.9pp |
| Employer contribution / active EE | $3,742 | $2,594+44.2% | $3,653+2.4% | $2,440+53.4% |
| Participant deferral / active EE | $8,644 | $3,128+176.3% | $4,236+104.0% | $3,607+139.6% |
| Admin fee / account holder | $851 | $4,251-80.0% | $5,794-85.3% | $5,124-83.4% |