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 | $33,227 | $37,426-11.2% | $77,482-57.1% | $79,858-58.4% |
| Participation rate | 8.5% | 41.5%-33.0pp | 54.2%-45.6pp | 69.6%-61.1pp |
| Annual return | 18.45% | 39.70%-21.2pp | 54.79%-36.3pp | 31.71%-13.3pp |
| Employer contribution / active EE | $219 | $637-65.7% | $986-77.8% | $2,471-91.2% |
| Participant deferral / active EE | $740 | $1,260-41.2% | $1,861-60.2% | $3,740-80.2% |
| Admin fee / account holder | $419 | $2,504-83.3% | $2,858-85.3% | $5,306-92.1% |