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 | $70,462 | $111,754-36.9% | $103,333-31.8% | $145,922-51.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.35% | 24.77%-11.4pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,363 | $4,212-67.7% | $3,868-64.8% | $4,660-70.8% |
| Participant deferral / active EE | $11,007 | $5,619+95.9% | $5,057+117.6% | $6,688+64.6% |
| Admin fee / account holder | $1,871 | $9,750-80.8% | $8,355-77.6% | $13,397-86.0% |