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 | $35,571 | $57,016-37.6% | $84,966-58.1% | $80,856-56.0% |
| Participation rate | 57.7% | 56.3%+1.3pp | 67.5%-9.8pp | 67.6%-9.9pp |
| Annual return | 14.10% | 21.66%-7.6pp | 66.38%-52.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $947 | $1,798-47.3% | $2,727-65.3% | $2,755-65.6% |
| Participant deferral / active EE | $2,184 | $3,110-29.8% | $4,519-51.7% | $4,296-49.2% |
| Admin fee / account holder | $2,111 | $4,980-57.6% | $6,149-65.7% | $6,918-69.5% |