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 | $25,920 | $59,535-56.5% | $90,160-71.3% | $62,292-58.4% |
| Participation rate | 67.3% | 73.0%-5.7pp | 76.9%-9.5pp | 69.5%-2.2pp |
| Annual return | 25.72% | 23.53%+2.2pp | 34.88%-9.2pp | 28.90%-3.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,509 | $4,639-2.8% | $5,288-14.7% | $3,169+42.3% |
| Admin fee / account holder | $4,967 | $337+1375.4% | $5,943-16.4% | $479+936.2% |