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 | $22,861 | $46,553-50.9% | $64,056-64.3% | $75,163-69.6% |
| Participation rate | 60.5% | 65.9%-5.5pp | 72.3%-11.8pp | 67.2%-6.7pp |
| Annual return | 13.56% | 26.03%-12.5pp | 33.69%-20.1pp | 160.62%-147.1pp |
| Employer contribution / active EE | $597 | $1,974-69.8% | $2,747-78.3% | $2,670-77.6% |
| Participant deferral / active EE | $3,461 | $2,837+22.0% | $3,880-10.8% | $4,125-16.1% |
| Admin fee / account holder | $1,196 | $2,952-59.5% | $3,068-61.0% | $5,651-78.8% |