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 | $36,736 | $201,259-81.7% | $184,200-80.1% | $145,959-74.8% |
| Participation rate | 61.9% | 87.5%-25.6pp | 86.8%-24.9pp | 80.3%-18.4pp |
| Annual return | 12.63% | 28.98%-16.3pp | 28.80%-16.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $2,173 | $7,018-69.0% | $6,424-66.2% | $4,661-53.4% |
| Participant deferral / active EE | $6,501 | $9,806-33.7% | $9,132-28.8% | $6,689-2.8% |
| Admin fee / account holder | $5,373 | $16,372-67.2% | $13,907-61.4% | $13,398-59.9% |