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 9-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 | $46,034 | $58,523-21.3% | $99,443-53.7% | $72,985-36.9% |
| Participation rate | 57.1% | 64.6%-7.5pp | 73.8%-16.7pp | 69.5%-12.3pp |
| Annual return | 20.77% | 28.51%-7.7pp | 30.72%-9.9pp | 81.00%-60.2pp |
| Employer contribution / active EE | $489 | $1,512-67.7% | $2,540-80.7% | $2,440-80.0% |
| Participant deferral / active EE | $1,996 | $2,606-23.4% | $3,619-44.8% | $3,607-44.7% |
| Admin fee / account holder | $343 | $4,102-91.6% | $6,250-94.5% | $5,124-93.3% |