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 | $13,220 | $60,022-78.0% | $88,946-85.1% | $84,808-84.4% |
| Participation rate | 56.0% | 57.8%-1.8pp | 68.8%-12.8pp | 68.3%-12.3pp |
| Annual return | 14.57% | 22.43%-7.9pp | 57.82%-43.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,693 | $3,114-45.6% | $4,581-63.1% | $4,212-59.8% |
| Admin fee / account holder | $2,329 | $4,811-51.6% | $8,261-71.8% | $7,344-68.3% |