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 | $50,099 | $45,152+11.0% | $73,843-32.2% | $59,632-16.0% |
| Participation rate | 44.0% | 64.0%-20.0pp | 73.4%-29.4pp | 68.7%-24.7pp |
| Annual return | 1.02% | 27.40%-26.4pp | 2267.84%-2266.8pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,767 | $2,574+46.3% | $3,583+5.1% | $3,192+18.0% |
| Admin fee / account holder | $2,153 | $3,516-38.8% | $4,880-55.9% | $4,297-49.9% |