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 | $35,616 | $56,199-36.6% | $67,652-47.4% | $59,632-40.3% |
| Participation rate | 53.6% | 71.5%-17.9pp | 75.7%-22.1pp | 68.7%-15.1pp |
| Annual return | 0.16% | 18505.31%-18505.1pp | 6625.04%-6624.9pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $914 | $1,614-43.4% | $2,266-59.7% | $2,203-58.5% |
| Participant deferral / active EE | $3,300 | $2,844+16.0% | $3,560-7.3% | $3,192+3.4% |
| Admin fee / account holder | $1,350 | $3,958-65.9% | $4,821-72.0% | $4,297-68.6% |