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 | $66,997 | $72,277-7.3% | $101,248-33.8% | $79,858-16.1% |
| Participation rate | 48.0% | 68.5%-20.5pp | 75.8%-27.8pp | 69.6%-21.6pp |
| Annual return | 21.73% | 22.30%-0.6pp | 46.47%-24.7pp | 31.71%-10.0pp |
| Employer contribution / active EE | $631 | $2,692-76.5% | $3,660-82.7% | $2,471-74.4% |
| Participant deferral / active EE | $2,954 | $3,282-10.0% | $4,370-32.4% | $3,740-21.0% |
| Admin fee / account holder | $928 | $4,400-78.9% | $5,945-84.4% | $5,306-82.5% |