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 | $29,050 | $49,791-41.7% | $78,210-62.9% | $70,131-58.6% |
| Participation rate | 53.8% | 62.3%-8.5pp | 68.7%-14.9pp | 69.5%-15.7pp |
| Annual return | 15.86% | 20.75%-4.9pp | 40.90%-25.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,096 | $2,150-49.0% | $2,823-61.2% | $3,332-67.1% |
| Admin fee / account holder | $894 | $3,181-71.9% | $3,758-76.2% | $4,645-80.7% |