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 | $55,316 | $183,519-69.9% | $155,509-64.4% | $145,922-62.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 21.27% | 61.17%-39.9pp | 64.67%-43.4pp | 561.29%-540.0pp |
| Employer contribution / active EE | $1,406 | $5,313-73.5% | $4,672-69.9% | $4,660-69.8% |
| Participant deferral / active EE | $4,586 | $6,462-29.0% | $5,626-18.5% | $6,688-31.4% |
| Admin fee / account holder | $1,126 | $19,313-94.2% | $15,912-92.9% | $13,397-91.6% |