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 | $15,306 | $60,892-74.9% | $82,389-81.4% | $84,808-82.0% |
| Participation rate | 57.1% | 63.3%-6.1pp | 69.5%-12.4pp | 68.3%-11.2pp |
| Annual return | 18.94% | 37.29%-18.3pp | 28.67%-9.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $559 | $1,779-68.6% | $2,517-77.8% | $2,631-78.8% |
| Participant deferral / active EE | $1,335 | $3,179-58.0% | $4,155-67.9% | $4,212-68.3% |
| Admin fee / account holder | $1,603 | $5,467-70.7% | $7,231-77.8% | $7,344-78.2% |