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 | $47,041 | $165,335-71.5% | $149,696-68.6% | $158,922-70.4% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 20.49% | 348.15%-327.7pp | 276.60%-256.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,613 | $5,103-68.4% | $4,644-65.3% | $4,761-66.1% |
| Participant deferral / active EE | $3,618 | $7,181-49.6% | $6,842-47.1% | $5,982-39.5% |
| Admin fee / account holder | $425 | $10,807-96.1% | $9,309-95.4% | $11,246-96.2% |