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 | $32,896 | $86,944-62.2% | $107,525-69.4% | $74,304-55.7% |
| Participation rate | 47.8% | 59.6%-11.7pp | 75.1%-27.2pp | 60.3%-12.5pp |
| Annual return | 34.95% | 23.52%+11.4pp | 181.32%-146.4pp | 29.43%+5.5pp |
| Employer contribution / active EE | $2,052 | $2,757-25.6% | $3,754-45.3% | $2,241-8.5% |
| Participant deferral / active EE | $4,123 | $3,554+16.0% | $5,116-19.4% | $3,767+9.4% |
| Admin fee / account holder | $5,259 | $3,727+41.1% | $8,919-41.0% | $2,969+77.1% |