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 | $53,685 | $56,277-4.6% | $80,975-33.7% | $62,891-14.6% |
| Participation rate | 64.3% | 69.0%-4.7pp | 75.8%-11.5pp | 69.3%-5.0pp |
| Annual return | 8.74% | 22.12%-13.4pp | 17.10%-8.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $326 | $1,943-83.2% | $3,714-91.2% | $2,281-85.7% |
| Participant deferral / active EE | $2,489 | $4,195-40.7% | $5,696-56.3% | $3,203-22.3% |
| Admin fee / account holder | $1,063 | $3,741-71.6% | $5,516-80.7% | $4,296-75.3% |