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 9-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 | $33,597 | $102,616-67.3% | $81,983-59.0% | $158,922-78.9% |
| Participation rate | 15.8% | 75.5%-59.7pp | 69.2%-53.5pp | 82.0%-66.2pp |
| Annual return | 13.69% | 61.04%-47.3pp | 41.31%-27.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $809 | $3,240-75.0% | $2,498-67.6% | $4,761-83.0% |
| Participant deferral / active EE | $1,321 | $4,648-71.6% | $3,722-64.5% | $5,982-77.9% |
| Admin fee / account holder | $829 | $8,235-89.9% | $5,664-85.4% | $11,246-92.6% |