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 | $27,570 | $99,918-72.4% | $81,382-66.1% | $145,922-81.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 12.24% | 34.32%-22.1pp | 24.73%-12.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,505 | $2,978-49.4% | $2,463-38.9% | $4,660-67.7% |
| Participant deferral / active EE | $1,724 | $4,605-62.6% | $3,883-55.6% | $6,688-74.2% |
| Admin fee / account holder | $418 | $8,212-94.9% | $5,768-92.7% | $13,397-96.9% |