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 | $27,503 | $38,967-29.4% | $86,233-68.1% | $79,634-65.5% |
| Participation rate | 29.5% | 34.1%-4.5pp | 69.0%-39.5pp | 62.5%-32.9pp |
| Annual return | 16.84% | 49.90%-33.1pp | 61.39%-44.5pp | 36.46%-19.6pp |
| Employer contribution / active EE | $759 | $868-12.6% | $2,504-69.7% | $2,529-70.0% |
| Participant deferral / active EE | $1,118 | $1,663-32.8% | $4,559-75.5% | $3,835-70.8% |
| Admin fee / account holder | $2,954 | $2,660+11.0% | $8,342-64.6% | $1,002+194.8% |