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 | $36,586 | $35,183+4.0% | $73,545-50.3% | $70,131-47.8% |
| Participation rate | 33.8% | 42.9%-9.1pp | 54.9%-21.1pp | 69.5%-35.7pp |
| Annual return | 18.09% | 26.90%-8.8pp | -15.16%+33.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $559 | $709-21.1% | $1,219-54.1% | $2,342-76.1% |
| Participant deferral / active EE | $1,159 | $1,220-5.0% | $1,806-35.8% | $3,332-65.2% |
| Admin fee / account holder | $492 | $2,302-78.6% | $2,320-78.8% | $4,645-89.4% |