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 | $17,909 | $57,590-68.9% | $86,233-79.2% | $82,448-78.3% |
| Participation rate | 34.8% | 57.9%-23.1pp | 69.0%-34.2pp | 68.1%-33.3pp |
| Annual return | 18.55% | 22.41%-3.9pp | 61.39%-42.8pp | 41.64%-23.1pp |
| Employer contribution / active EE | $380 | $1,655-77.0% | $2,504-84.8% | $2,551-85.1% |
| Participant deferral / active EE | $1,127 | $3,080-63.4% | $4,559-75.3% | $4,139-72.8% |
| Admin fee / account holder | $1,325 | $4,730-72.0% | $8,342-84.1% | $7,234-81.7% |