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 | $118,578 | $65,365+81.4% | $92,893+27.6% | $72,985+62.5% |
| Participation rate | 69.8% | 68.3%+1.5pp | 76.0%-6.2pp | 69.5%+0.4pp |
| Annual return | 21.95% | 42.10%-20.2pp | 109.41%-87.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,824 | $2,594+47.4% | $3,653+4.7% | $2,440+56.7% |
| Participant deferral / active EE | $8,151 | $3,128+160.6% | $4,236+92.4% | $3,607+126.0% |
| Admin fee / account holder | $9,199 | $4,251+116.4% | $5,794+58.8% | $5,124+79.5% |