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 | $119,448 | $65,365+82.7% | $92,893+28.6% | $72,985+63.7% |
| Participation rate | 65.6% | 68.3%-2.7pp | 76.0%-10.4pp | 69.5%-3.9pp |
| Annual return | 21.22% | 42.10%-20.9pp | 109.41%-88.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $3,062 | $2,594+18.0% | $3,653-16.2% | $2,440+25.5% |
| Participant deferral / active EE | $6,172 | $3,128+97.3% | $4,236+45.7% | $3,607+71.1% |
| Admin fee / account holder | $1,326 | $4,251-68.8% | $5,794-77.1% | $5,124-74.1% |