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 | $35,187 | $148,534-76.3% | $135,903-74.1% | $139,434-74.8% |
| Participation rate | 64.7% | 83.9%-19.1pp | 81.9%-17.2pp | 80.3%-15.6pp |
| Annual return | 28.42% | 79.19%-50.8pp | 68.23%-39.8pp | 372.94%-344.5pp |
| Employer contribution / active EE | $1,460 | $5,243-72.2% | $4,856-69.9% | $4,751-69.3% |
| Participant deferral / active EE | $4,967 | $8,100-38.7% | $7,758-36.0% | $6,710-26.0% |
| Admin fee / account holder | $470 | $12,400-96.2% | $10,762-95.6% | $11,403-95.9% |