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 | $62,221 | $82,882-24.9% | $127,761-51.3% | $72,985-14.7% |
| Participation rate | 39.0% | 71.5%-32.5pp | 79.0%-40.0pp | 69.5%-30.5pp |
| Annual return | 22.76% | 32.20%-9.4pp | 26.14%-3.4pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,102 | $3,346-67.1% | $4,574-75.9% | $2,440-54.8% |
| Participant deferral / active EE | $2,239 | $4,791-53.3% | $6,021-62.8% | $3,607-37.9% |
| Admin fee / account holder | $5,455 | $6,487-15.9% | $9,395-41.9% | $5,124+6.5% |