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 | $31,981 | $56,199-43.1% | $67,652-52.7% | $59,632-46.4% |
| Participation rate | 54.7% | 71.5%-16.7pp | 75.7%-20.9pp | 68.7%-13.9pp |
| Annual return | 4.81% | 18505.31%-18500.5pp | 6625.04%-6620.2pp | 2041.28%-2036.5pp |
| Employer contribution / active EE | $837 | $1,614-48.2% | $2,266-63.1% | $2,203-62.0% |
| Participant deferral / active EE | $1,315 | $2,844-53.8% | $3,560-63.1% | $3,192-58.8% |
| Admin fee / account holder | $2,153 | $3,958-45.6% | $4,821-55.3% | $4,297-49.9% |