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 | $46,462 | $80,968-42.6% | $96,544-51.9% | $75,163-38.2% |
| Participation rate | 47.8% | 71.8%-24.0pp | 76.0%-28.2pp | 67.2%-19.4pp |
| Annual return | 18.04% | 27.06%-9.0pp | 25.84%-7.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,805 | $3,928-28.6% | $4,851-42.2% | $4,125-32.0% |
| Admin fee / account holder | $4,406 | $6,724-34.5% | $8,252-46.6% | $5,651-22.0% |