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 9-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 | $18,991 | $58,208-67.4% | $81,812-76.8% | $80,856-76.5% |
| Participation rate | 62.8% | 63.4%-0.6pp | 72.3%-9.6pp | 67.6%-4.8pp |
| Annual return | 11.75% | 41.66%-29.9pp | 773.79%-762.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $503 | $2,340-78.5% | $2,912-82.7% | $2,755-81.7% |
| Participant deferral / active EE | $2,967 | $3,281-9.6% | $4,319-31.3% | $4,296-30.9% |
| Admin fee / account holder | $524 | $4,981-89.5% | $7,386-92.9% | $6,918-92.4% |