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 | $12,622 | $48,046-73.7% | $84,611-85.1% | $72,985-82.7% |
| Participation rate | 16.7% | 57.6%-40.9pp | 68.2%-51.6pp | 69.5%-52.8pp |
| Annual return | 25.12% | 37.38%-12.3pp | 258.74%-233.6pp | 81.00%-55.9pp |
| Employer contribution / active EE | $376 | $1,602-76.5% | $2,652-85.8% | $2,440-84.6% |
| Participant deferral / active EE | $787 | $2,680-70.6% | $3,899-79.8% | $3,607-78.2% |
| Admin fee / account holder | $1,708 | $3,395-49.7% | $4,912-65.2% | $5,124-66.7% |