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 | $55,681 | $65,376-14.8% | $87,100-36.1% | $65,185-14.6% |
| Participation rate | 56.1% | 75.3%-19.3pp | 76.9%-20.8pp | 70.2%-14.1pp |
| Annual return | 18.90% | 31.27%-12.4pp | 28.19%-9.3pp | 29.38%-10.5pp |
| Employer contribution / active EE | $575 | $1,822-68.5% | $2,521-77.2% | $2,177-73.6% |
| Participant deferral / active EE | $2,794 | $3,388-17.5% | $4,049-31.0% | $3,514-20.5% |
| Admin fee / account holder | $7,638 | $520+1369.6% | $7,497+1.9% | $847+801.7% |