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 | $21,003 | $70,669-70.3% | $169,368-87.6% | $75,163-72.1% |
| Participation rate | 51.4% | 64.8%-13.4pp | 77.1%-25.8pp | 67.2%-15.8pp |
| Annual return | 16.09% | 36.36%-20.3pp | 405.60%-389.5pp | 160.62%-144.5pp |
| Employer contribution / active EE | $867 | $2,211-60.8% | $4,013-78.4% | $2,670-67.5% |
| Participant deferral / active EE | $2,072 | $4,311-51.9% | $6,221-66.7% | $4,125-49.8% |
| Admin fee / account holder | $943 | $5,402-82.5% | $9,003-89.5% | $5,651-83.3% |