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 3-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 | $19,814 | $74,888-73.5% | $71,209-72.2% | $142,382-86.1% |
| Participation rate | 39.1% | 76.2%-37.1pp | 73.8%-34.6pp | 80.1%-41.0pp |
| Annual return | 24.42% | 345.14%-320.7pp | 282.51%-258.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $436 | $2,854-84.7% | $2,721-84.0% | $4,299-89.9% |
| Participant deferral / active EE | $2,987 | $4,454-32.9% | $4,175-28.5% | $6,507-54.1% |
| Admin fee / account holder | $1,365 | $5,568-75.5% | $5,349-74.5% | $12,624-89.2% |