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 6-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 | $27,033 | $148,534-81.8% | $135,903-80.1% | $139,434-80.6% |
| Participation rate | 47.4% | 83.9%-36.5pp | 81.9%-34.5pp | 80.3%-33.0pp |
| Annual return | 17.26% | 79.19%-61.9pp | 68.23%-51.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,229 | $5,243-76.6% | $4,856-74.7% | $4,751-74.1% |
| Participant deferral / active EE | $2,698 | $8,100-66.7% | $7,758-65.2% | $6,710-59.8% |
| Admin fee / account holder | $576 | $12,400-95.4% | $10,762-94.6% | $11,403-94.9% |