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 | $25,780 | $93,571-72.4% | $135,903-81.0% | $75,163-65.7% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 22.08% | 30.90%-8.8pp | 68.23%-46.2pp | 160.62%-138.5pp |
| Employer contribution / active EE | $1,865 | $3,537-47.3% | $4,856-61.6% | $2,670-30.2% |
| Participant deferral / active EE | $4,295 | $6,404-32.9% | $7,758-44.6% | $4,125+4.1% |
| Admin fee / account holder | $569 | $6,975-91.8% | $10,762-94.7% | $5,651-89.9% |