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 | $41,971 | $65,246-35.7% | $98,716-57.5% | $67,986-38.3% |
| Participation rate | 22.4% | 51.4%-29.0pp | 69.3%-46.9pp | 57.2%-34.8pp |
| Annual return | 14.35% | 20.58%-6.2pp | 31.81%-17.5pp | 31.67%-17.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,222 | $2,594-52.9% | $4,048-69.8% | $3,358-63.6% |
| Admin fee / account holder | $3,797 | $4,561-16.7% | $8,703-56.4% | $3,203+18.5% |