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 | $65,297 | $109,881-40.6% | $150,045-56.5% | $84,808-23.0% |
| Participation rate | 47.6% | 76.1%-28.5pp | 82.3%-34.7pp | 68.3%-20.7pp |
| Annual return | 17.47% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,226 | $3,561-37.5% | $4,693-52.6% | $2,631-15.4% |
| Participant deferral / active EE | $4,349 | $6,636-34.5% | $7,997-45.6% | $4,212+3.3% |
| Admin fee / account holder | $4,338 | $8,568-49.4% | $13,435-67.7% | $7,344-40.9% |