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 | $18,891 | $56,060-66.3% | $76,002-75.1% | $80,874-76.6% |
| Participation rate | 50.0% | 62.0%-12.0pp | 69.1%-19.1pp | 67.6%-17.6pp |
| Annual return | 15.76% | 20.54%-4.8pp | 360.07%-344.3pp | 35.62%-19.9pp |
| Employer contribution / active EE | $1,080 | $1,873-42.3% | $2,688-59.8% | $2,756-60.8% |
| Participant deferral / active EE | $1,363 | $3,051-55.3% | $4,257-68.0% | $4,297-68.3% |
| Admin fee / account holder | $1,340 | $5,237-74.4% | $6,414-79.1% | $6,935-80.7% |