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 | $50,426 | $84,233-40.1% | $170,442-70.4% | $70,131-28.1% |
| Participation rate | 57.5% | 70.8%-13.3pp | 83.6%-26.1pp | 69.5%-12.0pp |
| Annual return | 21.92% | 23.06%-1.1pp | 205.93%-184.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $1,199 | $3,387-64.6% | $5,433-77.9% | $2,342-48.8% |
| Participant deferral / active EE | $2,390 | $3,086-22.5% | $4,939-51.6% | $3,332-28.3% |
| Admin fee / account holder | $1,042 | $5,698-81.7% | $13,880-92.5% | $4,645-77.6% |