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 3-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 | $12,566 | $102,245-87.7% | $89,340-85.9% | $137,256-90.8% |
| Participation rate | 19.0% | 74.9%-55.8pp | 69.6%-50.5pp | 80.0%-60.9pp |
| Annual return | 25.86% | 21.89%+4.0pp | 20.57%+5.3pp | 220.34%-194.5pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,970 | $4,436-55.6% | $3,823-48.5% | $6,407-69.2% |
| Admin fee / account holder | $6,490 | $8,085-19.7% | $6,704-3.2% | $12,270-47.1% |