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 | $47,418 | $81,460-41.8% | $103,333-54.1% | $80,856-41.4% |
| Participation rate | 37.0% | 66.8%-29.8pp | 74.5%-37.5pp | 67.6%-30.6pp |
| Annual return | 17.28% | 25.55%-8.3pp | 24.88%-7.6pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,520 | $3,105-51.1% | $3,868-60.7% | $2,755-44.8% |
| Participant deferral / active EE | $1,797 | $3,869-53.6% | $5,057-64.5% | $4,296-58.2% |
| Admin fee / account holder | $1,401 | $6,566-78.7% | $8,355-83.2% | $6,918-79.7% |