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 | $44,945 | $69,207-35.1% | $64,056-29.8% | $139,434-67.8% |
| Participation rate | 54.2% | 75.6%-21.4pp | 72.3%-18.1pp | 80.3%-26.2pp |
| Annual return | 18.66% | 45.88%-27.2pp | 33.69%-15.0pp | 372.94%-354.3pp |
| Employer contribution / active EE | $1,344 | $3,182-57.8% | $2,747-51.1% | $4,751-71.7% |
| Participant deferral / active EE | $2,388 | $4,682-49.0% | $3,880-38.5% | $6,710-64.4% |
| Admin fee / account holder | $1,796 | $4,244-57.7% | $3,068-41.5% | $11,403-84.2% |