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 6-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 | $32,204 | $118,919-72.9% | $88,538-63.6% | $152,861-78.9% |
| Participation rate | 57.1% | 73.4%-16.2pp | 68.7%-11.6pp | 82.4%-25.3pp |
| Annual return | 12.16% | 47.92%-35.8pp | 43.64%-31.5pp | 345.32%-333.2pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $726 | $3,549-79.6% | $2,914-75.1% | $5,850-87.6% |
| Admin fee / account holder | $1,452 | $5,876-75.3% | $4,310-66.3% | $11,596-87.5% |