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 | $39,298 | $80,717-51.3% | $154,803-74.6% | $84,808-53.7% |
| Participation rate | 43.8% | 66.8%-23.0pp | 78.1%-34.2pp | 68.3%-24.5pp |
| Annual return | 31.60% | 37.96%-6.4pp | 58.88%-27.3pp | 40.90%-9.3pp |
| Employer contribution / active EE | $804 | $2,761-70.9% | $4,305-81.3% | $2,631-69.4% |
| Participant deferral / active EE | $2,958 | $3,303-10.5% | $5,540-46.6% | $4,212-29.8% |
| Admin fee / account holder | $2,188 | $6,746-67.6% | $14,329-84.7% | $7,344-70.2% |