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 | $26,048 | $48,230-46.0% | $67,502-61.4% | $80,856-67.8% |
| Participation rate | 26.4% | 66.4%-40.0pp | 72.9%-46.5pp | 67.6%-41.2pp |
| Annual return | 14.08% | 18.28%-4.2pp | 3512.12%-3498.0pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,287 | $2,924-56.0% | $4,000-67.8% | $4,296-70.0% |
| Admin fee / account holder | $1,495 | $3,681-59.4% | $3,998-62.6% | $6,918-78.4% |