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 | $214,378-88.0% | $200,582-87.2% | $142,382-81.9% |
| Participation rate | 33.3% | 87.4%-54.1pp | 86.9%-53.6pp | 80.1%-46.8pp |
| Annual return | 26.41% | 46.41%-20.0pp | 42.33%-15.9pp | 217.08%-190.7pp |
| Employer contribution / active EE | $1,724 | $6,841-74.8% | $6,419-73.1% | $4,299-59.9% |
| Participant deferral / active EE | $3,705 | $9,865-62.4% | $9,331-60.3% | $6,507-43.1% |
| Admin fee / account holder | $35,338 | $17,692+99.7% | $16,305+116.7% | $12,624+179.9% |