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 | $96,191 | $148,534-35.2% | $135,903-29.2% | $139,434-31.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 30.34% | 79.19%-48.8pp | 68.23%-37.9pp | 372.94%-342.6pp |
| Employer contribution / active EE | $1,399 | $5,243-73.3% | $4,856-71.2% | $4,751-70.6% |
| Participant deferral / active EE | $8,476 | $8,100+4.6% | $7,758+9.3% | $6,710+26.3% |
| Admin fee / account holder | $393 | $12,400-96.8% | $10,762-96.3% | $11,403-96.6% |