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 | $60,431 | $96,557-37.4% | $80,975-25.4% | $273,961-77.9% |
| Participation rate | 60.9% | 79.1%-18.2pp | 75.8%-14.9pp | 83.0%-22.1pp |
| Annual return | 9.41% | 15.14%-5.7pp | 17.10%-7.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,030 | $6,598-69.2% | $5,696-64.4% | $5,287-61.6% |
| Admin fee / account holder | $586 | $7,492-92.2% | $5,516-89.4% | $10,132-94.2% |