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 9-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 | $16,056 | $117,381-86.3% | $99,443-83.9% | $152,861-89.5% |
| Participation rate | 52.9% | 77.5%-24.6pp | 73.8%-20.9pp | 82.4%-29.5pp |
| Annual return | 17.12% | 31.87%-14.7pp | 30.72%-13.6pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,126 | $3,013-62.6% | $2,540-55.7% | $4,762-76.4% |
| Participant deferral / active EE | $3,025 | $4,086-26.0% | $3,619-16.4% | $5,850-48.3% |
| Admin fee / account holder | $895 | $7,631-88.3% | $6,250-85.7% | $11,596-92.3% |