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 | $13,915 | $49,227-71.7% | $70,449-80.2% | $79,858-82.6% |
| Participation rate | 62.5% | 69.2%-6.7pp | 75.1%-12.6pp | 69.6%-7.1pp |
| Annual return | 20.69% | 30.06%-9.4pp | 109.03%-88.3pp | 31.71%-11.0pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,510 | $2,768-9.3% | $3,709-32.3% | $3,740-32.9% |
| Admin fee / account holder | $652 | $2,878-77.4% | $3,845-83.1% | $5,306-87.7% |