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 | $35,160 | $62,573-43.8% | $85,682-59.0% | $85,850-59.0% |
| Participation rate | 66.7% | 61.1%+5.5pp | 69.9%-3.2pp | 69.3%-2.6pp |
| Annual return | 15.48% | 23.77%-8.3pp | 21.49%-6.0pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,631 | $1,757-7.1% | $2,618-37.7% | $2,565-36.4% |
| Participant deferral / active EE | $3,083 | $2,802+10.0% | $3,923-21.4% | $3,952-22.0% |
| Admin fee / account holder | $397 | $4,640-91.4% | $6,873-94.2% | $6,260-93.7% |