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 | $58,859 | $81,460-27.7% | $103,333-43.0% | $80,856-27.2% |
| Participation rate | 63.3% | 66.8%-3.6pp | 74.5%-11.2pp | 67.6%-4.4pp |
| Annual return | 11.72% | 25.55%-13.8pp | 24.88%-13.2pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,776 | $3,105-10.6% | $3,868-28.2% | $2,755+0.8% |
| Participant deferral / active EE | $6,270 | $3,869+62.1% | $5,057+24.0% | $4,296+46.0% |
| Admin fee / account holder | $12,678 | $6,566+93.1% | $8,355+51.8% | $6,918+83.3% |