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 | $29,304 | $154,228-81.0% | $145,433-79.9% | $137,256-78.6% |
| Participation rate | 52.6% | 83.8%-31.2pp | 82.1%-29.5pp | 80.0%-27.3pp |
| Annual return | 20.96% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,301 | $4,804-72.9% | $4,554-71.4% | $4,156-68.7% |
| Participant deferral / active EE | $3,258 | $8,216-60.3% | $7,897-58.7% | $6,407-49.1% |
| Admin fee / account holder | $1,016 | $14,344-92.9% | $13,129-92.3% | $12,270-91.7% |