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 | $29,429 | $157,256-81.3% | $141,162-79.2% | $152,861-80.7% |
| Participation rate | 30.4% | 84.8%-54.4pp | 82.5%-52.0pp | 82.4%-52.0pp |
| Annual return | 16.32% | 64.32%-48.0pp | 71.39%-55.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,767 | $5,261-66.4% | $4,735-62.7% | $4,762-62.9% |
| Participant deferral / active EE | $6,051 | $7,109-14.9% | $6,709-9.8% | $5,850+3.4% |
| Admin fee / account holder | $4,605 | $12,120-62.0% | $10,261-55.1% | $11,596-60.3% |