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 | $62,537 | $80,968-22.8% | $96,544-35.2% | $75,163-16.8% |
| Participation rate | 46.0% | 71.8%-25.8pp | 76.0%-30.0pp | 67.2%-21.2pp |
| Annual return | 13.63% | 27.06%-13.4pp | 25.84%-12.2pp | 160.62%-147.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,489 | $3,928-11.2% | $4,851-28.1% | $4,125-15.4% |
| Admin fee / account holder | $624 | $6,724-90.7% | $8,252-92.4% | $5,651-89.0% |