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 | $49,175 | $56,199-12.5% | $67,652-27.3% | $59,632-17.5% |
| Participation rate | 69.7% | 71.5%-1.7pp | 75.7%-5.9pp | 68.7%+1.1pp |
| Annual return | 0.02% | 18505.31%-18505.3pp | 6625.04%-6625.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,662 | $1,614+2.9% | $2,266-26.6% | $2,203-24.5% |
| Participant deferral / active EE | $2,634 | $2,844-7.4% | $3,560-26.0% | $3,192-17.5% |
| Admin fee / account holder | $3,392 | $3,958-14.3% | $4,821-29.6% | $4,297-21.1% |