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 | $32,493 | $60,022-45.9% | $88,946-63.5% | $84,808-61.7% |
| Participation rate | 55.2% | 57.8%-2.6pp | 68.8%-13.6pp | 68.3%-13.1pp |
| Annual return | 20.21% | 22.43%-2.2pp | 57.82%-37.6pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,576 | $1,703-7.5% | $2,555-38.3% | $2,631-40.1% |
| Participant deferral / active EE | $2,827 | $3,114-9.2% | $4,581-38.3% | $4,212-32.9% |
| Admin fee / account holder | $1,292 | $4,811-73.2% | $8,261-84.4% | $7,344-82.4% |