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 | $23,072 | $64,480-64.2% | $81,382-71.6% | $80,856-71.5% |
| Participation rate | 37.1% | 63.9%-26.7pp | 69.5%-32.3pp | 67.6%-30.5pp |
| Annual return | 11.13% | 16.34%-5.2pp | 24.73%-13.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,289 | $3,094-58.3% | $3,883-66.8% | $4,296-70.0% |
| Admin fee / account holder | $3,035 | $5,671-46.5% | $5,768-47.4% | $6,918-56.1% |