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 | $40,665 | $109,413-62.8% | $156,263-74.0% | $84,808-52.0% |
| Participation rate | 63.6% | 72.7%-9.1pp | 78.9%-15.3pp | 68.3%-4.7pp |
| Annual return | 15.04% | 20.18%-5.1pp | 59.47%-44.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,570 | $2,907-46.0% | $4,333-63.8% | $2,631-40.3% |
| Participant deferral / active EE | $3,613 | $4,590-21.3% | $6,158-41.3% | $4,212-14.2% |
| Admin fee / account holder | $438 | $9,357-95.3% | $14,255-96.9% | $7,344-94.0% |