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 | $34,512 | $80,724-57.2% | $103,333-66.6% | $74,495-53.7% |
| Participation rate | 31.7% | 65.7%-33.9pp | 74.5%-42.8pp | 67.2%-35.5pp |
| Annual return | 12.90% | 27.56%-14.7pp | 24.88%-12.0pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $862 | $3,157-72.7% | $3,868-77.7% | $2,623-67.1% |
| Participant deferral / active EE | $1,697 | $3,860-56.0% | $5,057-66.4% | $4,346-61.0% |
| Admin fee / account holder | $1,274 | $2,368-46.2% | $8,355-84.8% | $1,942-34.4% |