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 6-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 | $43,260 | $74,888-42.2% | $71,209-39.2% | $142,382-69.6% |
| Participation rate | 36.4% | 76.2%-39.9pp | 73.8%-37.4pp | 80.1%-43.8pp |
| Annual return | 18.04% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,840 | $2,854-35.5% | $2,721-32.4% | $4,299-57.2% |
| Participant deferral / active EE | $2,438 | $4,454-45.3% | $4,175-41.6% | $6,507-62.5% |
| Admin fee / account holder | $4,042 | $5,568-27.4% | $5,349-24.4% | $12,624-68.0% |