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 | $34,426 | $93,373-63.1% | $152,466-77.4% | $85,850-59.9% |
| Participation rate | 63.0% | 70.1%-7.0pp | 78.2%-15.2pp | 69.3%-6.3pp |
| Annual return | 17.92% | 21.84%-3.9pp | 757.33%-739.4pp | 318.53%-300.6pp |
| Employer contribution / active EE | $1,292 | $2,996-56.9% | $4,327-70.1% | $2,565-49.6% |
| Participant deferral / active EE | $3,063 | $4,550-32.7% | $5,820-47.4% | $3,952-22.5% |
| Admin fee / account holder | $4,860 | $13,853-64.9% | $15,805-69.2% | $6,260-22.4% |