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 10-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 | $24,145 | $45,343-46.7% | $150,298-83.9% | $67,986-64.5% |
| Participation rate | 39.7% | 51.9%-12.1pp | 77.8%-38.0pp | 57.2%-17.5pp |
| Annual return | 13.50% | 33.28%-19.8pp | 62.79%-49.3pp | 31.67%-18.2pp |
| Employer contribution / active EE | $763 | $1,462-47.8% | $4,154-81.6% | $2,019-62.2% |
| Participant deferral / active EE | $1,228 | $2,055-40.2% | $5,453-77.5% | $3,358-63.4% |
| Admin fee / account holder | $2,281 | $2,250+1.4% | $14,116-83.8% | $3,203-28.8% |