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 | $19,478 | $115,770-83.2% | $101,248-80.8% | $158,922-87.7% |
| Participation rate | 59.1% | 79.4%-20.3pp | 75.8%-16.7pp | 82.0%-22.9pp |
| Annual return | 25.03% | 56.14%-31.1pp | 46.47%-21.4pp | 302.83%-277.8pp |
| Employer contribution / active EE | $1,866 | $4,175-55.3% | $3,660-49.0% | $4,761-60.8% |
| Participant deferral / active EE | $2,879 | $4,957-41.9% | $4,370-34.1% | $5,982-51.9% |
| Admin fee / account holder | $502 | $7,245-93.1% | $5,945-91.6% | $11,246-95.5% |