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 | $24,159 | $56,199-57.0% | $67,652-64.3% | $59,632-59.5% |
| Participation rate | 61.3% | 71.5%-10.2pp | 75.7%-14.4pp | 68.7%-7.4pp |
| Annual return | 0.76% | 18505.31%-18504.6pp | 6625.04%-6624.3pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,301 | $1,614-19.4% | $2,266-42.6% | $2,203-40.9% |
| Participant deferral / active EE | $3,911 | $2,844+37.5% | $3,560+9.9% | $3,192+22.5% |
| Admin fee / account holder | $2,666 | $3,958-32.6% | $4,821-44.7% | $4,297-37.9% |