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 | $60,471 | $77,899-22.4% | $149,673-59.6% | $75,163-19.5% |
| Participation rate | 43.2% | 65.6%-22.3pp | 78.8%-35.5pp | 67.2%-23.9pp |
| Annual return | 13.35% | 31.72%-18.4pp | 134.42%-121.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,681 | $3,411-21.4% | $5,680-52.8% | $4,125-35.0% |
| Admin fee / account holder | $735 | $5,956-87.7% | $13,210-94.4% | $5,651-87.0% |