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 | $21,521 | $115,770-81.4% | $101,248-78.7% | $158,922-86.5% |
| Participation rate | 22.2% | 79.4%-57.1pp | 75.8%-53.6pp | 82.0%-59.7pp |
| Annual return | 42.25% | 56.14%-13.9pp | 46.47%-4.2pp | 302.83%-260.6pp |
| Employer contribution / active EE | $987 | $4,175-76.4% | $3,660-73.0% | $4,761-79.3% |
| Participant deferral / active EE | $2,224 | $4,957-55.1% | $4,370-49.1% | $5,982-62.8% |
| Admin fee / account holder | $575 | $7,245-92.1% | $5,945-90.3% | $11,246-94.9% |