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 | $39,716 | $65,041-38.9% | $90,951-56.3% | $79,858-50.3% |
| Participation rate | 43.8% | 61.6%-17.9pp | 69.0%-25.3pp | 69.6%-25.9pp |
| Annual return | 19.73% | 30.45%-10.7pp | 134.60%-114.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,239 | $1,247-0.7% | $2,122-41.6% | $2,471-49.9% |
| Participant deferral / active EE | $3,133 | $2,512+24.7% | $3,373-7.1% | $3,740-16.2% |
| Admin fee / account holder | $2,706 | $4,536-40.3% | $5,959-54.6% | $5,306-49.0% |