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 | $49,412 | $183,592-73.1% | $155,567-68.2% | $145,959-66.1% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.4pp | 80.3%-11.5pp |
| Annual return | 12.86% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $1,542 | $5,315-71.0% | $4,674-67.0% | $4,661-66.9% |
| Participant deferral / active EE | $6,007 | $6,464-7.1% | $5,628+6.7% | $6,689-10.2% |
| Admin fee / account holder | $3,325 | $19,318-82.8% | $15,916-79.1% | $13,398-75.2% |