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 | $39,158 | $124,281-68.5% | $109,143-64.1% | $167,490-76.6% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 25.62% | 26.04%-0.4pp | 25.75%-0.1pp | 478.56%-452.9pp |
| Employer contribution / active EE | $8,120 | $4,207+93.0% | $3,722+118.2% | $4,837+67.9% |
| Participant deferral / active EE | $3,714 | $5,255-29.3% | $4,653-20.2% | $6,341-41.4% |
| Admin fee / account holder | $885 | $7,970-88.9% | $6,752-86.9% | $12,309-92.8% |