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 | $37,675 | $44,850-16.0% | $60,547-37.8% | $59,632-36.8% |
| Participation rate | 48.4% | 59.5%-11.0pp | 68.0%-19.5pp | 68.7%-20.2pp |
| Annual return | 0.82% | 1074.14%-1073.3pp | 335.64%-334.8pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $975 | $1,462-33.3% | $2,419-59.7% | $2,203-55.7% |
| Participant deferral / active EE | $2,225 | $2,230-0.2% | $3,328-33.1% | $3,192-30.3% |
| Admin fee / account holder | $3,252 | $3,635-10.5% | $4,536-28.3% | $4,297-24.3% |