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 | $47,926 | $88,707-46.0% | $74,183-35.4% | $273,961-82.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 7.88% | 11.94%-4.1pp | 17.74%-9.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,563 | $3,159-50.5% | $2,370-34.0% | $4,869-67.9% |
| Participant deferral / active EE | $2,595 | $4,212-38.4% | $3,550-26.9% | $5,287-50.9% |
| Admin fee / account holder | $3,176 | $8,717-63.6% | $5,586-43.1% | $10,132-68.7% |