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 | $44,928 | $57,016-21.2% | $84,966-47.1% | $80,856-44.4% |
| Participation rate | 40.0% | 56.3%-16.3pp | 67.5%-27.5pp | 67.6%-27.6pp |
| Annual return | 18.32% | 21.66%-3.3pp | 66.38%-48.1pp | 35.59%-17.3pp |
| Employer contribution / active EE | $891 | $1,798-50.5% | $2,727-67.3% | $2,755-67.7% |
| Participant deferral / active EE | $2,119 | $3,110-31.8% | $4,519-53.1% | $4,296-50.7% |
| Admin fee / account holder | $557 | $4,980-88.8% | $6,149-90.9% | $6,918-91.9% |