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 | $51,732 | $81,248-36.3% | $155,509-66.7% | $80,856-36.0% |
| Participation rate | 46.9% | 66.2%-19.4pp | 78.2%-31.3pp | 67.6%-20.8pp |
| Annual return | 17.47% | 33.31%-15.8pp | 64.67%-47.2pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,050 | $3,100-66.1% | $4,672-77.5% | $2,755-61.9% |
| Participant deferral / active EE | $3,403 | $3,452-1.4% | $5,626-39.5% | $4,296-20.8% |
| Admin fee / account holder | $4,589 | $7,997-42.6% | $15,912-71.2% | $6,918-33.7% |