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 | $49,581 | $95,416-48.0% | $185,823-73.3% | $85,850-42.2% |
| Participation rate | 36.1% | 68.8%-32.7pp | 81.7%-45.6pp | 69.3%-33.2pp |
| Annual return | 27.31% | 23.59%+3.7pp | 122.05%-94.7pp | 318.53%-291.2pp |
| Employer contribution / active EE | $529 | $3,314-84.0% | $5,167-89.8% | $2,565-79.4% |
| Participant deferral / active EE | $2,242 | $3,423-34.5% | $5,568-59.7% | $3,952-43.3% |
| Admin fee / account holder | $356 | $7,213-95.1% | $16,237-97.8% | $6,260-94.3% |