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 10-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 | $45,715 | $49,227-7.1% | $70,449-35.1% | $79,858-42.8% |
| Participation rate | 27.6% | 69.2%-41.6pp | 75.1%-47.5pp | 69.6%-42.1pp |
| Annual return | 13.59% | 30.06%-16.5pp | 109.03%-95.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,096 | $2,768-60.4% | $3,709-70.4% | $3,740-70.7% |
| Admin fee / account holder | $3,359 | $2,878+16.7% | $3,845-12.6% | $5,306-36.7% |