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 | $30,954 | $109,881-71.8% | $150,045-79.4% | $84,808-63.5% |
| Participation rate | 63.4% | 76.1%-12.7pp | 82.3%-18.9pp | 68.3%-4.9pp |
| Annual return | 19.87% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,556 | $3,561-0.1% | $4,693-24.2% | $2,631+35.2% |
| Participant deferral / active EE | $6,718 | $6,636+1.2% | $7,997-16.0% | $4,212+59.5% |
| Admin fee / account holder | $1,582 | $8,568-81.5% | $13,435-88.2% | $7,344-78.5% |