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 | $15,404 | $102,966-85.0% | $90,281-82.9% | $152,861-89.9% |
| Participation rate | 28.6% | 75.9%-47.3pp | 73.3%-44.7pp | 82.4%-53.9pp |
| Annual return | 32.38% | 95.16%-62.8pp | 78.10%-45.7pp | 345.32%-312.9pp |
| Employer contribution / active EE | $1,120 | $3,139-64.3% | $2,854-60.8% | $4,762-76.5% |
| Participant deferral / active EE | $2,184 | $4,281-49.0% | $3,885-43.8% | $5,850-62.7% |
| Admin fee / account holder | $2,344 | $6,171-62.0% | $5,351-56.2% | $11,596-79.8% |