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 9-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 | $42,347 | $63,346-33.1% | $92,233-54.1% | $70,131-39.6% |
| Participation rate | 26.6% | 68.7%-42.1pp | 76.5%-49.9pp | 69.5%-43.0pp |
| Annual return | 16.69% | 530.12%-513.4pp | 176.28%-159.6pp | 73.14%-56.5pp |
| Employer contribution / active EE | $975 | $2,471-60.5% | $3,679-73.5% | $2,342-58.4% |
| Participant deferral / active EE | $1,501 | $2,854-47.4% | $3,897-61.5% | $3,332-55.0% |
| Admin fee / account holder | $4,257 | $3,840+10.8% | $5,194-18.0% | $4,645-8.4% |