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 | $17,337 | $60,892-71.5% | $82,389-79.0% | $84,808-79.6% |
| Participation rate | 48.0% | 63.3%-15.3pp | 69.5%-21.5pp | 68.3%-20.3pp |
| Annual return | 14.94% | 37.29%-22.4pp | 28.67%-13.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $363 | $1,779-79.6% | $2,517-85.6% | $2,631-86.2% |
| Participant deferral / active EE | $1,285 | $3,179-59.6% | $4,155-69.1% | $4,212-69.5% |
| Admin fee / account holder | $1,137 | $5,467-79.2% | $7,231-84.3% | $7,344-84.5% |