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 | $60,678 | $87,013-30.3% | $106,213-42.9% | $80,856-25.0% |
| Participation rate | 36.7% | 70.4%-33.7pp | 75.3%-38.5pp | 67.6%-30.9pp |
| Annual return | 13.00% | 17.05%-4.0pp | 116.14%-103.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,219 | $2,395-49.1% | $3,171-61.6% | $2,755-55.7% |
| Participant deferral / active EE | $1,908 | $3,986-52.1% | $5,016-62.0% | $4,296-55.6% |
| Admin fee / account holder | $4,612 | $8,431-45.3% | $11,033-58.2% | $6,918-33.3% |