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 | $41,226 | $66,098-37.6% | $101,794-59.5% | $74,304-44.5% |
| Participation rate | 38.3% | 53.8%-15.4pp | 69.2%-30.8pp | 60.3%-22.0pp |
| Annual return | 30.59% | 19.59%+11.0pp | 30.53%+0.1pp | 29.43%+1.2pp |
| Employer contribution / active EE | $1,211 | $1,082+12.0% | $2,289-47.1% | $2,241-45.9% |
| Participant deferral / active EE | $2,036 | $2,781-26.8% | $4,084-50.2% | $3,767-46.0% |
| Admin fee / account holder | $501 | $4,146-87.9% | $8,777-94.3% | $2,969-83.1% |