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 | $29,834 | $71,050-58.0% | $93,606-68.1% | $80,856-63.1% |
| Participation rate | 64.9% | 60.4%+4.5pp | 68.7%-3.8pp | 67.6%-2.7pp |
| Annual return | 13.29% | 11.26%+2.0pp | 133.20%-119.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,166 | $1,564-25.4% | $2,420-51.8% | $2,755-57.7% |
| Participant deferral / active EE | $1,710 | $4,034-57.6% | $4,411-61.2% | $4,296-60.2% |
| Admin fee / account holder | $1,765 | $6,945-74.6% | $8,285-78.7% | $6,918-74.5% |