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 | $29,687 | $63,299-53.1% | $91,001-67.4% | $62,292-52.3% |
| Participation rate | 49.2% | 73.3%-24.1pp | 75.6%-26.4pp | 69.5%-20.3pp |
| Annual return | 15.17% | 20.99%-5.8pp | 4.60%+10.6pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,331 | $1,807-26.3% | $2,456-45.8% | $2,042-34.8% |
| Participant deferral / active EE | $2,329 | $2,943-20.9% | $3,547-34.4% | $3,169-26.5% |
| Admin fee / account holder | $1,852 | $468+296.0% | $5,417-65.8% | $479+286.3% |