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 | $35,963 | $91,190-60.6% | $178,490-79.9% | $79,858-55.0% |
| Participation rate | 42.6% | 69.2%-26.6pp | 81.9%-39.3pp | 69.6%-27.0pp |
| Annual return | 18.20% | 24.19%-6.0pp | 151.07%-132.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,095 | $3,256-66.4% | $5,011-78.1% | $2,471-55.7% |
| Participant deferral / active EE | $1,651 | $3,236-49.0% | $5,202-68.3% | $3,740-55.8% |
| Admin fee / account holder | $1,158 | $6,751-82.8% | $13,984-91.7% | $5,306-78.2% |