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 8-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 | $12,642 | $50,972-75.2% | $88,538-85.7% | $72,985-82.7% |
| Participation rate | 51.6% | 63.4%-11.8pp | 68.7%-17.2pp | 69.5%-17.9pp |
| Annual return | 24.85% | 29.62%-4.8pp | 43.64%-18.8pp | 81.00%-56.2pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,136 | $2,230-49.0% | $2,914-61.0% | $3,607-68.5% |
| Admin fee / account holder | $388 | $3,230-88.0% | $4,310-91.0% | $5,124-92.4% |