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 | $42,757 | $86,286-50.4% | $111,297-61.6% | $85,850-50.2% |
| Participation rate | 57.1% | 73.3%-16.2pp | 77.3%-20.2pp | 69.3%-12.2pp |
| Annual return | 15.24% | 19.99%-4.7pp | 54.65%-39.4pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,445 | $2,043-29.3% | $2,731-47.1% | $2,565-43.7% |
| Participant deferral / active EE | $2,869 | $3,641-21.2% | $4,487-36.1% | $3,952-27.4% |
| Admin fee / account holder | $3,442 | $8,188-58.0% | $7,964-56.8% | $6,260-45.0% |