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 | $96,436 | $56,199+71.6% | $67,652+42.5% | $59,632+61.7% |
| Participation rate | 50.0% | 71.5%-21.5pp | 75.7%-25.7pp | 68.7%-18.7pp |
| Annual return | -1.10% | 18505.31%-18506.4pp | 6625.04%-6626.1pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,137 | $1,614-29.6% | $2,266-49.8% | $2,203-48.4% |
| Participant deferral / active EE | $3,056 | $2,844+7.5% | $3,560-14.2% | $3,192-4.3% |
| Admin fee / account holder | $758 | $3,958-80.9% | $4,821-84.3% | $4,297-82.4% |