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 3-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 | $25,736 | $209,336-87.7% | $197,124-86.9% | $137,256-81.2% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 26.41% | 48.09%-21.7pp | 44.34%-17.9pp | 220.34%-193.9pp |
| Employer contribution / active EE | $1,724 | $6,591-73.8% | $6,227-72.3% | $4,156-58.5% |
| Participant deferral / active EE | $3,705 | $9,614-61.5% | $9,135-59.4% | $6,407-42.2% |
| Admin fee / account holder | $35,338 | $17,308+104.2% | $16,298+116.8% | $12,270+188.0% |