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 | $33,020 | $83,369-60.4% | $105,223-68.6% | $67,986-51.4% |
| Participation rate | 38.1% | 56.3%-18.2pp | 75.0%-37.0pp | 57.2%-19.1pp |
| Annual return | 19.04% | 24.64%-5.6pp | 180.65%-161.6pp | 31.67%-12.6pp |
| Employer contribution / active EE | $1,575 | $2,541-38.0% | $3,689-57.3% | $2,019-22.0% |
| Participant deferral / active EE | $3,239 | $3,295-1.7% | $5,072-36.1% | $3,358-3.5% |
| Admin fee / account holder | $6,584 | $4,073+61.7% | $8,859-25.7% | $3,203+105.5% |