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 | $31,648 | $95,416-66.8% | $185,823-83.0% | $85,850-63.1% |
| Participation rate | 25.9% | 68.8%-42.8pp | 81.7%-55.8pp | 69.3%-43.4pp |
| Annual return | 17.25% | 23.59%-6.3pp | 122.05%-104.8pp | 318.53%-301.3pp |
| Employer contribution / active EE | $977 | $3,314-70.5% | $5,167-81.1% | $2,565-61.9% |
| Participant deferral / active EE | $1,516 | $3,423-55.7% | $5,568-72.8% | $3,952-61.6% |
| Admin fee / account holder | $2,962 | $7,213-58.9% | $16,237-81.8% | $6,260-52.7% |