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 | $42,603 | $73,787-42.3% | $98,716-56.8% | $82,448-48.3% |
| Participation rate | 42.1% | 61.4%-19.3pp | 69.3%-27.2pp | 68.1%-26.0pp |
| Annual return | 16.84% | 18.57%-1.7pp | 31.81%-15.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $709 | $1,511-53.1% | $2,279-68.9% | $2,551-72.2% |
| Participant deferral / active EE | $1,556 | $3,081-49.5% | $4,048-61.6% | $4,139-62.4% |
| Admin fee / account holder | $2,388 | $6,500-63.3% | $8,703-72.6% | $7,234-67.0% |