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 | $42,229 | $78,422-46.2% | $95,952-56.0% | $79,858-47.1% |
| Participation rate | 59.0% | 73.5%-14.5pp | 77.1%-18.1pp | 69.6%-10.7pp |
| Annual return | 18.57% | 19.37%-0.8pp | 91.61%-73.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,860 | $1,945-4.4% | $2,541-26.8% | $2,471-24.7% |
| Participant deferral / active EE | $2,867 | $3,440-16.7% | $4,167-31.2% | $3,740-23.4% |
| Admin fee / account holder | $401 | $5,622-92.9% | $6,795-94.1% | $5,306-92.4% |