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 | $36,460 | $51,576-29.3% | $129,207-71.8% | $80,856-54.9% |
| Participation rate | 60.0% | 57.0%+3.0pp | 69.6%-9.6pp | 67.6%-7.6pp |
| Annual return | 26.02% | 20.81%+5.2pp | 9417.33%-9391.3pp | 35.59%-9.6pp |
| Employer contribution / active EE | $591 | $1,584-62.7% | $4,153-85.8% | $2,755-78.5% |
| Participant deferral / active EE | $781 | $2,669-70.8% | $4,168-81.3% | $4,296-81.8% |
| Admin fee / account holder | $3,317 | $4,305-23.0% | $7,715-57.0% | $6,918-52.1% |