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 | $110,702 | $56,199+97.0% | $67,652+63.6% | $59,632+85.6% |
| Participation rate | 47.2% | 71.5%-24.3pp | 75.7%-28.5pp | 68.7%-21.5pp |
| Annual return | 0.55% | 18505.31%-18504.8pp | 6625.04%-6624.5pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $328 | $1,614-79.7% | $2,266-85.5% | $2,203-85.1% |
| Participant deferral / active EE | $3,089 | $2,844+8.6% | $3,560-13.2% | $3,192-3.2% |
| Admin fee / account holder | $10,152 | $3,958+156.5% | $4,821+110.6% | $4,297+136.3% |