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 | $35,040 | $78,672-55.5% | $109,143-67.9% | $85,850-59.2% |
| Participation rate | 51.6% | 68.3%-16.7pp | 75.9%-24.3pp | 69.3%-17.7pp |
| Annual return | 14.87% | 25.09%-10.2pp | 25.75%-10.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,693 | $2,735-38.1% | $3,722-54.5% | $2,565-34.0% |
| Participant deferral / active EE | $3,682 | $3,467+6.2% | $4,653-20.9% | $3,952-6.8% |
| Admin fee / account holder | $1,828 | $5,469-66.6% | $6,752-72.9% | $6,260-70.8% |