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 | $26,272 | $45,073-41.7% | $69,455-62.2% | $72,985-64.0% |
| Participation rate | 40.3% | 68.5%-28.2pp | 74.6%-34.3pp | 69.5%-29.2pp |
| Annual return | 11.70% | 22.65%-10.9pp | 28.97%-17.3pp | 81.00%-69.3pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,503 | $2,602-42.2% | $3,535-57.5% | $3,607-58.3% |
| Admin fee / account holder | $22,397 | $3,056+633.0% | $3,839+483.4% | $5,124+337.1% |