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 | $42,602 | $90,503-52.9% | $78,689-45.9% | $273,961-84.4% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 4.41% | 75.60%-71.2pp | 62.18%-57.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,804 | $3,176-43.2% | $2,851-36.7% | $4,869-63.0% |
| Participant deferral / active EE | $3,260 | $3,901-16.4% | $3,517-7.3% | $5,287-38.3% |
| Admin fee / account holder | $545 | $5,263-89.6% | $4,510-87.9% | $10,132-94.6% |