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 | $29,130 | $24,730+17.8% | $66,042-55.9% | $84,808-65.7% |
| Participation rate | 51.7% | 68.1%-16.4pp | 67.5%-15.8pp | 68.3%-16.6pp |
| Annual return | 20.47% | 79.55%-59.1pp | 52.11%-31.6pp | 40.90%-20.4pp |
| Employer contribution / active EE | $782 | $857-8.8% | $1,579-50.5% | $2,631-70.3% |
| Participant deferral / active EE | $3,887 | $1,737+123.8% | $2,835+37.1% | $4,212-7.7% |
| Admin fee / account holder | $2,421 | $3,014-19.7% | $5,747-57.9% | $7,344-67.0% |