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 | $27,284 | $91,190-70.1% | $178,490-84.7% | $79,858-65.8% |
| Participation rate | 35.6% | 69.2%-33.6pp | 81.9%-46.4pp | 69.6%-34.1pp |
| Annual return | 15.34% | 24.19%-8.8pp | 151.07%-135.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,346 | $3,236-58.4% | $5,202-74.1% | $3,740-64.0% |
| Admin fee / account holder | $3,580 | $6,751-47.0% | $13,984-74.4% | $5,306-32.5% |