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 | $25,363 | $127,264-80.1% | $109,895-76.9% | $167,490-84.9% |
| Participation rate | 22.7% | 77.9%-55.1pp | 74.2%-51.5pp | 82.1%-59.4pp |
| Annual return | 14.52% | 22.97%-8.5pp | 29.45%-14.9pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,127 | $3,322-66.1% | $2,842-60.4% | $4,837-76.7% |
| Participant deferral / active EE | $1,216 | $4,514-73.1% | $4,048-69.9% | $6,341-80.8% |
| Admin fee / account holder | $1,661 | $7,114-76.7% | $6,066-72.6% | $12,309-86.5% |