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 | $37,219 | $79,944-53.4% | $98,439-62.2% | $75,163-50.5% |
| Participation rate | 43.3% | 70.4%-27.0pp | 75.2%-31.8pp | 67.2%-23.9pp |
| Annual return | 20.97% | 19.75%+1.2pp | 21.16%-0.2pp | 160.62%-139.7pp |
| Employer contribution / active EE | $849 | $2,264-62.5% | $3,048-72.1% | $2,670-68.2% |
| Participant deferral / active EE | $1,899 | $3,752-49.4% | $4,738-59.9% | $4,125-54.0% |
| Admin fee / account holder | $367 | $6,840-94.6% | $8,948-95.9% | $5,651-93.5% |