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 | $21,958 | $124,281-82.3% | $109,143-79.9% | $167,490-86.9% |
| Participation rate | 52.6% | 79.4%-26.8pp | 75.9%-23.2pp | 82.1%-29.5pp |
| Annual return | 18.22% | 26.04%-7.8pp | 25.75%-7.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,519 | $4,207-63.9% | $3,722-59.2% | $4,837-68.6% |
| Participant deferral / active EE | $2,918 | $5,255-44.5% | $4,653-37.3% | $6,341-54.0% |
| Admin fee / account holder | $3,777 | $7,970-52.6% | $6,752-44.1% | $12,309-69.3% |