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 | $27,958 | $53,516-47.8% | $126,539-77.9% | $84,808-67.0% |
| Participation rate | 45.5% | 58.2%-12.8pp | 69.8%-24.4pp | 68.3%-22.9pp |
| Annual return | 19.41% | 58.34%-38.9pp | 425.95%-406.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,001 | $1,535-34.8% | $3,674-72.8% | $2,631-62.0% |
| Participant deferral / active EE | $1,592 | $2,671-40.4% | $4,083-61.0% | $4,212-62.2% |
| Admin fee / account holder | $2,713 | $4,497-39.7% | $6,065-55.3% | $7,344-63.1% |