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 7-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 | $24,329 | $55,932-56.5% | $76,735-68.3% | $67,986-64.2% |
| Participation rate | 14.5% | 50.8%-36.3pp | 69.5%-55.0pp | 57.2%-42.7pp |
| Annual return | 38.68% | 23.10%+15.6pp | 29.77%+8.9pp | 31.67%+7.0pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,129 | $2,558-55.9% | $4,088-72.4% | $3,358-66.4% |
| Admin fee / account holder | $2,839 | $4,907-42.1% | $7,189-60.5% | $3,203-11.4% |