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 | $35,494 | $91,190-61.1% | $178,490-80.1% | $79,858-55.6% |
| Participation rate | 67.6% | 69.2%-1.6pp | 81.9%-14.3pp | 69.6%-2.0pp |
| Annual return | 14.86% | 24.19%-9.3pp | 151.07%-136.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,452 | $3,236-55.1% | $5,202-72.1% | $3,740-61.2% |
| Admin fee / account holder | $2,169 | $6,751-67.9% | $13,984-84.5% | $5,306-59.1% |