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 | $32,270 | $111,814-71.1% | $103,374-68.8% | $145,959-77.9% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.8pp |
| Annual return | 14.75% | 24.77%-10.0pp | 24.89%-10.1pp | 561.95%-547.2pp |
| Employer contribution / active EE | $2,421 | $4,214-42.6% | $3,869-37.4% | $4,661-48.1% |
| Participant deferral / active EE | $4,459 | $5,618-20.6% | $5,058-11.8% | $6,689-33.3% |
| Admin fee / account holder | $2,260 | $9,754-76.8% | $8,394-73.1% | $13,398-83.1% |