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 7-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 | $71,900 | $95,803-25.0% | $113,168-36.5% | $84,808-15.2% |
| Participation rate | 31.0% | 72.9%-41.8pp | 76.6%-45.5pp | 68.3%-37.3pp |
| Annual return | 23.39% | 25.00%-1.6pp | 24.27%-0.9pp | 40.90%-17.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,782 | $4,242-34.4% | $5,107-45.5% | $4,212-34.0% |
| Admin fee / account holder | $316 | $8,989-96.5% | $12,068-97.4% | $7,344-95.7% |