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 | $41,438 | $49,227-15.8% | $70,449-41.2% | $79,858-48.1% |
| Participation rate | 45.1% | 69.2%-24.1pp | 75.1%-30.0pp | 69.6%-24.5pp |
| Annual return | 12.46% | 30.06%-17.6pp | 109.03%-96.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,476 | $2,099-29.7% | $2,737-46.0% | $2,471-40.2% |
| Participant deferral / active EE | $1,057 | $2,768-61.8% | $3,709-71.5% | $3,740-71.7% |
| Admin fee / account holder | $2,694 | $2,878-6.4% | $3,845-29.9% | $5,306-49.2% |