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 | $34,606 | $77,899-55.6% | $149,673-76.9% | $75,163-54.0% |
| Participation rate | 36.8% | 65.6%-28.7pp | 78.8%-41.9pp | 67.2%-30.3pp |
| Annual return | 16.67% | 31.72%-15.1pp | 134.42%-117.7pp | 160.62%-144.0pp |
| Employer contribution / active EE | $688 | $3,137-78.1% | $4,818-85.7% | $2,670-74.2% |
| Participant deferral / active EE | $1,786 | $3,411-47.6% | $5,680-68.6% | $4,125-56.7% |
| Admin fee / account holder | $3,114 | $5,956-47.7% | $13,210-76.4% | $5,651-44.9% |