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 10-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 | $89,107 | $117,983-24.5% | $101,794-12.5% | $142,382-37.4% |
| Participation rate | 35.0% | 74.2%-39.2pp | 69.2%-34.2pp | 80.1%-45.1pp |
| Annual return | 12.38% | 36.92%-24.5pp | 30.53%-18.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,613 | $4,714-65.8% | $4,084-60.5% | $6,507-75.2% |
| Admin fee / account holder | $813 | $10,433-92.2% | $8,777-90.7% | $12,624-93.6% |