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 | $30,671 | $81,248-62.3% | $155,509-80.3% | $80,856-62.1% |
| Participation rate | 28.9% | 66.2%-37.3pp | 78.2%-49.2pp | 67.6%-38.7pp |
| Annual return | 28.85% | 33.31%-4.5pp | 64.67%-35.8pp | 35.59%-6.7pp |
| Employer contribution / active EE | $787 | $3,100-74.6% | $4,672-83.2% | $2,755-71.4% |
| Participant deferral / active EE | $1,087 | $3,452-68.5% | $5,626-80.7% | $4,296-74.7% |
| Admin fee / account holder | $7,826 | $7,997-2.1% | $15,912-50.8% | $6,918+13.1% |