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 | $27,603 | $48,750-43.4% | $88,946-69.0% | $74,304-62.9% |
| Participation rate | 30.3% | 44.5%-14.2pp | 68.8%-38.6pp | 60.3%-30.1pp |
| Annual return | 16.74% | 25.91%-9.2pp | 57.82%-41.1pp | 29.43%-12.7pp |
| Employer contribution / active EE | $686 | $1,255-45.3% | $2,555-73.1% | $2,241-69.4% |
| Participant deferral / active EE | $1,539 | $2,423-36.5% | $4,581-66.4% | $3,767-59.1% |
| Admin fee / account holder | $1,399 | $3,756-62.8% | $8,261-83.1% | $2,969-52.9% |