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 | $55,960 | $60,892-8.1% | $82,389-32.1% | $84,808-34.0% |
| Participation rate | 24.4% | 63.3%-38.8pp | 69.5%-45.1pp | 68.3%-43.9pp |
| Annual return | 15.32% | 37.29%-22.0pp | 28.67%-13.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $847 | $1,779-52.4% | $2,517-66.4% | $2,631-67.8% |
| Participant deferral / active EE | $1,442 | $3,179-54.6% | $4,155-65.3% | $4,212-65.8% |
| Admin fee / account holder | $13,412 | $5,467+145.3% | $7,231+85.5% | $7,344+82.6% |