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 9-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 | $27,305 | $111,814-75.6% | $93,654-70.8% | $145,959-81.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 20.77% | 203.30%-182.5pp | 133.34%-112.6pp | 561.95%-541.2pp |
| Employer contribution / active EE | $945 | $3,092-69.4% | $2,421-61.0% | $4,661-79.7% |
| Participant deferral / active EE | $5,198 | $4,914+5.8% | $4,413+17.8% | $6,689-22.3% |
| Admin fee / account holder | $1,082 | $10,246-89.4% | $8,282-86.9% | $13,398-91.9% |