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 | $43,534 | $106,749-59.2% | $145,433-70.1% | $82,448-47.2% |
| Participation rate | 53.3% | 75.6%-22.3pp | 82.1%-28.8pp | 68.1%-14.7pp |
| Annual return | 14.36% | 27.59%-13.2pp | 66.58%-52.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,860 | $3,444-46.0% | $4,554-59.2% | $2,551-27.1% |
| Participant deferral / active EE | $3,528 | $6,519-45.9% | $7,897-55.3% | $4,139-14.8% |
| Admin fee / account holder | $2,645 | $8,390-68.5% | $13,129-79.9% | $7,234-63.4% |