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 | $11,737 | $45,073-74.0% | $69,455-83.1% | $72,985-83.9% |
| Participation rate | 25.9% | 68.5%-42.6pp | 74.6%-48.7pp | 69.5%-43.6pp |
| Annual return | 17.71% | 22.65%-4.9pp | 28.97%-11.3pp | 81.00%-63.3pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $797 | $2,602-69.4% | $3,535-77.5% | $3,607-77.9% |
| Admin fee / account holder | $2,815 | $3,056-7.9% | $3,839-26.7% | $5,124-45.1% |