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 6-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 | $30,473 | $118,919-74.4% | $88,538-65.6% | $152,861-80.1% |
| Participation rate | 55.0% | 73.4%-18.4pp | 68.7%-13.7pp | 82.4%-27.4pp |
| Annual return | 24.29% | 47.92%-23.6pp | 43.64%-19.3pp | 345.32%-321.0pp |
| Employer contribution / active EE | $886 | $2,669-66.8% | $2,098-57.8% | $4,762-81.4% |
| Participant deferral / active EE | $1,082 | $3,549-69.5% | $2,914-62.9% | $5,850-81.5% |
| Admin fee / account holder | $4,330 | $5,876-26.3% | $4,310+0.5% | $11,596-62.7% |