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 | $35,652 | $73,933-51.8% | $96,683-63.1% | $75,163-52.6% |
| Participation rate | 62.2% | 66.4%-4.2pp | 74.3%-12.1pp | 67.2%-5.0pp |
| Annual return | 16.88% | 26.70%-9.8pp | 35.69%-18.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,432 | $2,928-51.1% | $3,737-61.7% | $2,670-46.3% |
| Participant deferral / active EE | $2,706 | $3,659-26.0% | $4,878-44.5% | $4,125-34.4% |
| Admin fee / account holder | $5,180 | $5,216-0.7% | $6,730-23.0% | $5,651-8.3% |