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 | $117,943 | $93,571+26.0% | $135,903-13.2% | $75,163+56.9% |
| Participation rate | 53.6% | 75.2%-21.6pp | 81.9%-28.3pp | 67.2%-13.6pp |
| Annual return | 34.65% | 30.90%+3.8pp | 68.23%-33.6pp | 160.62%-126.0pp |
| Employer contribution / active EE | $3,869 | $3,537+9.4% | $4,856-20.3% | $2,670+44.9% |
| Participant deferral / active EE | $6,676 | $6,404+4.2% | $7,758-14.0% | $4,125+61.8% |
| Admin fee / account holder | $620 | $6,975-91.1% | $10,762-94.2% | $5,651-89.0% |