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 | $24,415 | $61,272-60.2% | $149,673-83.7% | $71,457-65.8% |
| Participation rate | 30.5% | 62.5%-32.0pp | 78.8%-48.3pp | 67.9%-37.4pp |
| Annual return | 20.05% | 35.85%-15.8pp | 134.42%-114.4pp | 28.85%-8.8pp |
| Employer contribution / active EE | $491 | $2,378-79.4% | $4,818-89.8% | $2,588-81.0% |
| Participant deferral / active EE | $954 | $2,917-67.3% | $5,680-83.2% | $4,289-77.8% |
| Admin fee / account holder | $1,273 | $1,261+1.0% | $13,210-90.4% | $1,587-19.8% |