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 | $60,515 | $37,426+61.7% | $77,482-21.9% | $79,858-24.2% |
| Participation rate | 28.9% | 41.5%-12.6pp | 54.2%-25.3pp | 69.6%-40.7pp |
| Annual return | 18.19% | 39.70%-21.5pp | 54.79%-36.6pp | 31.71%-13.5pp |
| Employer contribution / active EE | $622 | $637-2.3% | $986-36.9% | $2,471-74.8% |
| Participant deferral / active EE | $2,153 | $1,260+70.9% | $1,861+15.7% | $3,740-42.4% |
| Admin fee / account holder | $827 | $2,504-67.0% | $2,858-71.1% | $5,306-84.4% |