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 | $54,264 | $181,894-70.2% | $156,549-65.3% | $273,961-80.2% |
| Participation rate | 68.4% | 88.4%-20.0pp | 84.0%-15.6pp | 83.0%-14.6pp |
| Annual return | 8.54% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,548 | $6,248-75.2% | $5,501-71.9% | $4,869-68.2% |
| Participant deferral / active EE | $3,652 | $5,550-34.2% | $4,871-25.0% | $5,287-30.9% |
| Admin fee / account holder | $1,236 | $15,559-92.1% | $13,027-90.5% | $10,132-87.8% |