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 | $237,442 | $154,228+54.0% | $145,433+63.3% | $137,256+73.0% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 12.98% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $4,512 | $4,804-6.1% | $4,554-0.9% | $4,156+8.6% |
| Participant deferral / active EE | $13,069 | $8,216+59.1% | $7,897+65.5% | $6,407+104.0% |
| Admin fee / account holder | $22,211 | $14,344+54.9% | $13,129+69.2% | $12,270+81.0% |