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 7-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 | $33,033 | $81,446-59.4% | $103,374-68.0% | $80,874-59.2% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 12.11% | 25.57%-13.5pp | 24.89%-12.8pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,776 | $3,107-42.9% | $3,869-54.1% | $2,756-35.6% |
| Participant deferral / active EE | $3,315 | $3,870-14.4% | $5,058-34.5% | $4,297-22.9% |
| Admin fee / account holder | $476 | $6,715-92.9% | $8,394-94.3% | $6,935-93.1% |