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 | $11,626 | $96,635-88.0% | $86,612-86.6% | $139,434-91.7% |
| Participation rate | 64.3% | 74.4%-10.1pp | 71.7%-7.4pp | 80.3%-16.0pp |
| Annual return | 15.35% | 106.41%-91.1pp | 591.07%-575.7pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,222 | $3,263-62.5% | $3,022-59.6% | $4,751-74.3% |
| Participant deferral / active EE | $3,909 | $4,836-19.2% | $4,438-11.9% | $6,710-41.7% |
| Admin fee / account holder | $2,215 | $6,408-65.4% | $5,614-60.5% | $11,403-80.6% |