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 8-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 | $15,906 | $121,625-86.9% | $104,607-84.8% | $158,922-90.0% |
| Participation rate | 27.3% | 77.5%-50.3pp | 74.1%-46.8pp | 82.0%-54.7pp |
| Annual return | 23.07% | 465.26%-442.2pp | 340.46%-317.4pp | 302.83%-279.8pp |
| Employer contribution / active EE | $1,207 | $3,163-61.8% | $2,681-55.0% | $4,761-74.6% |
| Participant deferral / active EE | $1,382 | $4,177-66.9% | $3,740-63.0% | $5,982-76.9% |
| Admin fee / account holder | $467 | $7,787-94.0% | $6,473-92.8% | $11,246-95.8% |