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 | $56,540 | $51,175+10.5% | $70,515-19.8% | $75,163-24.8% |
| Participation rate | 52.8% | 60.9%-8.2pp | 68.3%-15.6pp | 67.2%-14.4pp |
| Annual return | 21.26% | 30.02%-8.8pp | 32.77%-11.5pp | 160.62%-139.4pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,776 | $2,849-2.6% | $4,567-39.2% | $4,125-32.7% |
| Admin fee / account holder | $1,710 | $4,091-58.2% | $6,412-73.3% | $5,651-69.7% |