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 | $46,005 | $61,272-24.9% | $149,673-69.3% | $71,457-35.6% |
| Participation rate | 44.5% | 62.5%-18.0pp | 78.8%-34.2pp | 67.9%-23.4pp |
| Annual return | 17.10% | 35.85%-18.7pp | 134.42%-117.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $648 | $2,378-72.7% | $4,818-86.5% | $2,588-75.0% |
| Participant deferral / active EE | $2,215 | $2,917-24.1% | $5,680-61.0% | $4,289-48.4% |
| Admin fee / account holder | $4,501 | $1,261+256.9% | $13,210-65.9% | $1,587+183.6% |