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 | $27,665 | $61,605-55.1% | $112,229-75.3% | $75,163-63.2% |
| Participation rate | 27.8% | 61.7%-33.9pp | 72.4%-44.7pp | 67.2%-39.4pp |
| Annual return | 20.73% | 28.47%-7.7pp | 30.20%-9.5pp | 160.62%-139.9pp |
| Employer contribution / active EE | $859 | $2,015-57.4% | $3,430-75.0% | $2,670-67.8% |
| Participant deferral / active EE | $1,279 | $3,108-58.8% | $4,798-73.3% | $4,125-69.0% |
| Admin fee / account holder | $1,431 | $4,862-70.6% | $7,748-81.5% | $5,651-74.7% |