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 | $25,884 | $56,199-53.9% | $67,652-61.7% | $59,632-56.6% |
| Participation rate | 52.0% | 71.5%-19.5pp | 75.7%-23.7pp | 68.7%-16.7pp |
| Annual return | 1.49% | 18505.31%-18503.8pp | 6625.04%-6623.5pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $946 | $1,614-41.4% | $2,266-58.2% | $2,203-57.1% |
| Participant deferral / active EE | $2,140 | $2,844-24.7% | $3,560-39.9% | $3,192-32.9% |
| Admin fee / account holder | $590 | $3,958-85.1% | $4,821-87.8% | $4,297-86.3% |