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 | $27,627 | $45,035-38.7% | $62,995-56.1% | $70,131-60.6% |
| Participation rate | 60.5% | 69.5%-9.1pp | 74.8%-14.3pp | 69.5%-9.1pp |
| Annual return | 23.41% | 18.76%+4.7pp | 87.57%-64.2pp | 73.14%-49.7pp |
| Employer contribution / active EE | $501 | $2,051-75.6% | $2,759-81.8% | $2,342-78.6% |
| Participant deferral / active EE | $2,498 | $2,465+1.3% | $3,329-25.0% | $3,332-25.0% |
| Admin fee / account holder | $584 | $2,834-79.4% | $3,600-83.8% | $4,645-87.4% |