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 | $32,823 | $106,515-69.2% | $96,683-66.1% | $139,434-76.5% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 24.60% | 38.43%-13.8pp | 35.69%-11.1pp | 372.94%-348.3pp |
| Employer contribution / active EE | $1,548 | $4,103-62.3% | $3,737-58.6% | $4,751-67.4% |
| Participant deferral / active EE | $3,258 | $5,454-40.3% | $4,878-33.2% | $6,710-51.5% |
| Admin fee / account holder | $1,122 | $7,877-85.8% | $6,730-83.3% | $11,403-90.2% |