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 | $54,564 | $80,724-32.4% | $103,333-47.2% | $74,495-26.8% |
| Participation rate | 30.9% | 65.7%-34.8pp | 74.5%-43.6pp | 67.2%-36.3pp |
| Annual return | 15.29% | 27.56%-12.3pp | 24.88%-9.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $994 | $3,157-68.5% | $3,868-74.3% | $2,623-62.1% |
| Participant deferral / active EE | $2,638 | $3,860-31.7% | $5,057-47.8% | $4,346-39.3% |
| Admin fee / account holder | $2,295 | $2,368-3.1% | $8,355-72.5% | $1,942+18.2% |