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 | $29,882 | $29,660+0.8% | $56,411-47.0% | $80,856-63.0% |
| Participation rate | 41.7% | 41.6%0pp | 52.5%-10.8pp | 67.6%-26.0pp |
| Annual return | 12.90% | 35.23%-22.3pp | 1701.33%-1688.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $858 | $669+28.1% | $1,039-17.4% | $2,755-68.9% |
| Participant deferral / active EE | $1,618 | $1,226+32.0% | $1,952-17.1% | $4,296-62.3% |
| Admin fee / account holder | $1,483 | $2,428-38.9% | $2,829-47.6% | $6,918-78.6% |