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 | $26,660 | $87,166-69.4% | $76,735-65.3% | $137,256-80.6% |
| Participation rate | 25.0% | 74.4%-49.4pp | 69.5%-44.5pp | 80.0%-55.0pp |
| Annual return | 18.32% | 26.50%-8.2pp | 29.77%-11.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $673 | $2,904-76.8% | $2,454-72.6% | $4,156-83.8% |
| Participant deferral / active EE | $1,099 | $4,726-76.8% | $4,088-73.1% | $6,407-82.9% |
| Admin fee / account holder | $6,535 | $8,403-22.2% | $7,189-9.1% | $12,270-46.7% |