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 7-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 | $23,401 | $114,381-79.5% | $107,525-78.2% | $142,382-83.6% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.1%-17.2pp | 80.1%-22.2pp |
| Annual return | 16.24% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,668 | $4,015-58.5% | $3,754-55.6% | $4,299-61.2% |
| Participant deferral / active EE | $2,735 | $5,564-50.9% | $5,116-46.5% | $6,507-58.0% |
| Admin fee / account holder | $2,000 | $9,860-79.7% | $8,919-77.6% | $12,624-84.2% |