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 | $34,556 | $65,685-47.4% | $57,179-39.6% | $273,961-87.4% |
| Participation rate | 40.0% | 78.3%-38.3pp | 75.3%-35.3pp | 83.0%-43.0pp |
| Annual return | 42.99% | 21.99%+21.0pp | 14.59%+28.4pp | 41.45%+1.5pp |
| Employer contribution / active EE | $2,579 | $3,279-21.3% | $2,682-3.8% | $4,869-47.0% |
| Participant deferral / active EE | $2,123 | $3,782-43.9% | $3,096-31.4% | $5,287-59.8% |
| Admin fee / account holder | $1,864 | $4,835-61.4% | $3,139-40.6% | $10,132-81.6% |