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 7-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 | $27,220 | $76,670-64.5% | $96,683-71.8% | $71,457-61.9% |
| Participation rate | 32.5% | 66.6%-34.1pp | 74.3%-41.9pp | 67.9%-35.5pp |
| Annual return | 21.94% | 48.29%-26.3pp | 35.69%-13.8pp | 28.85%-6.9pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,276 | $3,771-13.1% | $4,878-32.8% | $4,289-23.6% |
| Admin fee / account holder | $2,266 | $2,028+11.7% | $6,730-66.3% | $1,587+42.8% |