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 | $31,113 | $48,230-35.5% | $67,502-53.9% | $80,856-61.5% |
| Participation rate | 65.5% | 66.4%-0.9pp | 72.9%-7.4pp | 67.6%-2.1pp |
| Annual return | 19.46% | 18.28%+1.2pp | 3512.12%-3492.7pp | 35.59%-16.1pp |
| Employer contribution / active EE | $748 | $2,020-63.0% | $2,731-72.6% | $2,755-72.9% |
| Participant deferral / active EE | $4,901 | $2,924+67.6% | $4,000+22.5% | $4,296+14.1% |
| Admin fee / account holder | $2,935 | $3,681-20.3% | $3,998-26.6% | $6,918-57.6% |