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 | $43,290 | $162,781-73.4% | $133,956-67.7% | $158,922-72.8% |
| Participation rate | 44.4% | 83.2%-38.8pp | 79.8%-35.4pp | 82.0%-37.5pp |
| Annual return | 20.72% | 41.94%-21.2pp | 45.09%-24.4pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,246 | $4,975-54.9% | $3,919-42.7% | $4,761-52.8% |
| Participant deferral / active EE | $6,317 | $5,911+6.9% | $5,048+25.1% | $5,982+5.6% |
| Admin fee / account holder | $323 | $11,736-97.2% | $8,927-96.4% | $11,246-97.1% |