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 | $47,356 | $48,076-1.5% | $78,689-39.8% | $62,891-24.7% |
| Participation rate | 18.2% | 65.2%-47.0pp | 73.6%-55.4pp | 69.3%-51.1pp |
| Annual return | 14.18% | 31.35%-17.2pp | 62.18%-48.0pp | 20.14%-6.0pp |
| Employer contribution / active EE | $859 | $2,015-57.3% | $2,851-69.9% | $2,281-62.3% |
| Participant deferral / active EE | $2,135 | $2,588-17.5% | $3,517-39.3% | $3,203-33.4% |
| Admin fee / account holder | $4,663 | $3,207+45.4% | $4,510+3.4% | $4,296+8.6% |