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 | $32,457 | $50,958-36.3% | $74,550-56.5% | $64,186-49.4% |
| Participation rate | 60.7% | 61.1%-0.3pp | 69.1%-8.4pp | 69.6%-8.9pp |
| Annual return | 24.26% | -1.86%+26.1pp | 32.53%-8.3pp | 7.63%+16.6pp |
| Employer contribution / active EE | $1,313 | $1,115+17.7% | $1,961-33.0% | $2,381-44.9% |
| Participant deferral / active EE | $1,891 | $2,301-17.9% | $3,108-39.2% | $3,470-45.5% |
| Admin fee / account holder | $1,625 | $4,223-61.5% | $5,060-67.9% | $4,888-66.7% |