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 7-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 | $23,529 | $34,934-32.6% | $56,411-58.3% | $74,495-68.4% |
| Participation rate | 11.7% | 32.8%-21.1pp | 52.5%-40.8pp | 67.2%-55.5pp |
| Annual return | 13.45% | 25.94%-12.5pp | 1701.33%-1687.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $176 | $609-71.1% | $1,039-83.1% | $2,623-93.3% |
| Participant deferral / active EE | $660 | $1,170-43.6% | $1,952-66.2% | $4,346-84.8% |
| Admin fee / account holder | $1,014 | $2,364-57.1% | $2,829-64.2% | $1,942-47.8% |