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 | $74,072 | $113,935-35.0% | $94,224-21.4% | $125,391-40.9% |
| Participation rate | 54.5% | 82.9%-28.3pp | 78.8%-24.2pp | 83.2%-28.6pp |
| Annual return | 0.46% | 5.29%-4.8pp | 10.68%-10.2pp | 282.22%-281.8pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,165 | $5,179-38.9% | $4,320-26.7% | $5,352-40.9% |
| Admin fee / account holder | $2,513 | $8,391-70.1% | $6,269-59.9% | $9,540-73.7% |