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 | $33,108 | $132,239-75.0% | $105,722-68.7% | $273,961-87.9% |
| Participation rate | 62.5% | 83.2%-20.7pp | 78.9%-16.4pp | 83.0%-20.5pp |
| Annual return | 8.84% | 10.07%-1.2pp | 12.25%-3.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,878 | $4,867-61.4% | $4,079-54.0% | $4,869-61.4% |
| Participant deferral / active EE | $3,605 | $6,233-42.2% | $5,326-32.3% | $5,287-31.8% |
| Admin fee / account holder | $2,994 | $12,032-75.1% | $8,308-64.0% | $10,132-70.5% |