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 | $52,505 | $58,828-10.7% | $77,999-32.7% | $62,891-16.5% |
| Participation rate | 62.2% | 71.1%-8.9pp | 75.5%-13.4pp | 69.3%-7.1pp |
| Annual return | 9.60% | 17.16%-7.6pp | 425.96%-416.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $752 | $1,672-55.0% | $2,470-69.6% | $2,281-67.0% |
| Participant deferral / active EE | $2,834 | $2,686+5.5% | $3,497-18.9% | $3,203-11.5% |
| Admin fee / account holder | $11,964 | $4,393+172.3% | $5,480+118.3% | $4,296+178.5% |