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 | $107,266 | $80,717+32.9% | $154,803-30.7% | $84,808+26.5% |
| Participation rate | 20.6% | 66.8%-46.2pp | 78.1%-57.5pp | 68.3%-47.7pp |
| Annual return | 18.01% | 37.96%-19.9pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $444 | $2,761-83.9% | $4,305-89.7% | $2,631-83.1% |
| Participant deferral / active EE | $1,289 | $3,303-61.0% | $5,540-76.7% | $4,212-69.4% |
| Admin fee / account holder | $355 | $6,746-94.7% | $14,329-97.5% | $7,344-95.2% |