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 | $36,479 | $95,266-61.7% | $82,389-55.7% | $142,382-74.4% |
| Participation rate | 58.8% | 74.5%-15.6pp | 69.5%-10.7pp | 80.1%-21.3pp |
| Annual return | 17.20% | 25.74%-8.5pp | 28.67%-11.5pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,397 | $2,991-53.3% | $2,517-44.5% | $4,299-67.5% |
| Participant deferral / active EE | $3,821 | $4,809-20.5% | $4,155-8.0% | $6,507-41.3% |
| Admin fee / account holder | $445 | $8,563-94.8% | $7,231-93.9% | $12,624-96.5% |