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 | $56,645 | $94,625-40.1% | $116,228-51.3% | $84,808-33.2% |
| Participation rate | 41.0% | 70.4%-29.5pp | 74.6%-33.6pp | 68.3%-27.3pp |
| Annual return | 15.30% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,165 | $2,347-50.3% | $2,994-61.1% | $2,631-55.7% |
| Participant deferral / active EE | $1,906 | $3,972-52.0% | $4,953-61.5% | $4,212-54.7% |
| Admin fee / account holder | $6,247 | $10,091-38.1% | $11,989-47.9% | $7,344-14.9% |