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 | $45,800 | $73,933-38.1% | $96,683-52.6% | $75,163-39.1% |
| Participation rate | 56.7% | 66.4%-9.8pp | 74.3%-17.7pp | 67.2%-10.5pp |
| Annual return | 17.41% | 26.70%-9.3pp | 35.69%-18.3pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,526 | $2,928-47.9% | $3,737-59.2% | $2,670-42.9% |
| Participant deferral / active EE | $3,210 | $3,659-12.3% | $4,878-34.2% | $4,125-22.2% |
| Admin fee / account holder | $2,026 | $5,216-61.2% | $6,730-69.9% | $5,651-64.1% |