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 8-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 | $29,409 | $79,449-63.0% | $189,557-84.5% | $85,850-65.7% |
| Participation rate | 46.3% | 66.0%-19.6pp | 78.4%-32.1pp | 69.3%-23.0pp |
| Annual return | 21.24% | 18.45%+2.8pp | 64.17%-42.9pp | 318.53%-297.3pp |
| Employer contribution / active EE | $1,204 | $2,081-42.2% | $4,412-72.7% | $2,565-53.1% |
| Participant deferral / active EE | $4,480 | $4,051+10.6% | $6,174-27.4% | $3,952+13.4% |
| Admin fee / account holder | $599 | $5,377-88.9% | $9,807-93.9% | $6,260-90.4% |