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 | $54,533 | $56,484-3.5% | $169,463-67.8% | $64,186-15.0% |
| Participation rate | 44.4% | 64.5%-20.1pp | 77.8%-33.3pp | 69.6%-25.1pp |
| Annual return | 21.80% | -1.55%+23.4pp | 1.83%+20.0pp | 7.63%+14.2pp |
| Employer contribution / active EE | $1,640 | $1,832-10.5% | $4,159-60.6% | $2,381-31.1% |
| Participant deferral / active EE | $2,352 | $3,448-31.8% | $5,277-55.4% | $3,470-32.2% |
| Admin fee / account holder | $504 | $4,174-87.9% | $9,109-94.5% | $4,888-89.7% |