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 | $64,372 | $72,492-11.2% | $87,100-26.1% | $72,985-11.8% |
| Participation rate | 63.7% | 72.8%-9.1pp | 76.9%-13.1pp | 69.5%-5.7pp |
| Annual return | 20.35% | 24.46%-4.1pp | 28.19%-7.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $780 | $1,894-58.8% | $2,521-69.1% | $2,440-68.0% |
| Participant deferral / active EE | $1,994 | $3,270-39.0% | $4,049-50.7% | $3,607-44.7% |
| Admin fee / account holder | $11,133 | $5,055+120.2% | $7,497+48.5% | $5,124+117.3% |