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 | $60,749 | $163,101-62.8% | $136,749-55.6% | $142,382-57.3% |
| Participation rate | 45.5% | 78.2%-32.8pp | 72.1%-26.7pp | 80.1%-34.7pp |
| Annual return | 10.94% | 27.54%-16.6pp | 24.33%-13.4pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,941 | $4,117-52.8% | $3,400-42.9% | $4,299-54.8% |
| Participant deferral / active EE | $3,159 | $5,585-43.4% | $4,692-32.7% | $6,507-51.4% |
| Admin fee / account holder | $6,206 | $14,318-56.7% | $11,386-45.5% | $12,624-50.8% |