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 | $22,876 | $71,050-67.8% | $93,606-75.6% | $80,856-71.7% |
| Participation rate | 59.4% | 60.4%-1.0pp | 68.7%-9.3pp | 67.6%-8.3pp |
| Annual return | 11.37% | 11.26%+0.1pp | 133.20%-121.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,624 | $1,564+3.9% | $2,420-32.9% | $2,755-41.0% |
| Participant deferral / active EE | $2,822 | $4,034-30.0% | $4,411-36.0% | $4,296-34.3% |
| Admin fee / account holder | $1,279 | $6,945-81.6% | $8,285-84.6% | $6,918-81.5% |