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 7-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 | $32,042 | $81,460-60.7% | $103,333-69.0% | $80,856-60.4% |
| Participation rate | 45.1% | 66.8%-21.7pp | 74.5%-29.4pp | 67.6%-22.5pp |
| Annual return | 29.69% | 25.55%+4.1pp | 24.88%+4.8pp | 35.59%-5.9pp |
| Employer contribution / active EE | $1,341 | $3,105-56.8% | $3,868-65.3% | $2,755-51.3% |
| Participant deferral / active EE | $2,648 | $3,869-31.6% | $5,057-47.6% | $4,296-38.4% |
| Admin fee / account holder | $4,231 | $6,566-35.6% | $8,355-49.4% | $6,918-38.8% |