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 8-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 | $26,721 | $106,890-75.0% | $84,015-68.2% | $152,861-82.5% |
| Participation rate | 35.0% | 75.2%-40.2pp | 69.0%-34.0pp | 82.4%-47.4pp |
| Annual return | 23.07% | 104.99%-81.9pp | 71.31%-48.2pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,754 | $2,734-35.9% | $1,983-11.6% | $4,762-63.2% |
| Participant deferral / active EE | $3,390 | $4,011-15.5% | $3,239+4.7% | $5,850-42.1% |
| Admin fee / account holder | $4,790 | $8,285-42.2% | $6,101-21.5% | $11,596-58.7% |