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 | $48,023 | $65,365-26.5% | $92,893-48.3% | $72,985-34.2% |
| Participation rate | 38.1% | 68.3%-30.2pp | 76.0%-37.9pp | 69.5%-31.3pp |
| Annual return | 44.57% | 42.10%+2.5pp | 109.41%-64.8pp | 81.00%-36.4pp |
| Employer contribution / active EE | $1,049 | $2,594-59.6% | $3,653-71.3% | $2,440-57.0% |
| Participant deferral / active EE | $2,860 | $3,128-8.6% | $4,236-32.5% | $3,607-20.7% |
| Admin fee / account holder | $7,469 | $4,251+75.7% | $5,794+28.9% | $5,124+45.8% |