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 | $36,264 | $49,915-27.3% | $154,803-76.6% | $74,304-51.2% |
| Participation rate | 53.3% | 54.0%-0.7pp | 78.1%-24.8pp | 60.3%-7.1pp |
| Annual return | 12.68% | 34.06%-21.4pp | 58.88%-46.2pp | 29.43%-16.7pp |
| Employer contribution / active EE | $1,216 | $1,611-24.5% | $4,305-71.7% | $2,241-45.7% |
| Participant deferral / active EE | $1,488 | $2,255-34.0% | $5,540-73.1% | $3,767-60.5% |
| Admin fee / account holder | $7,078 | $2,189+223.3% | $14,329-50.6% | $2,969+138.4% |