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 | $61,393 | $68,719-10.7% | $91,541-32.9% | $84,808-27.6% |
| Participation rate | 21.6% | 64.5%-42.9pp | 69.8%-48.2pp | 68.3%-46.7pp |
| Annual return | 14.78% | 19.12%-4.3pp | 20.50%-5.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $770 | $1,920-59.9% | $2,505-69.3% | $2,631-70.7% |
| Participant deferral / active EE | $1,457 | $3,136-53.5% | $4,008-63.6% | $4,212-65.4% |
| Admin fee / account holder | $25,660 | $5,786+343.5% | $6,956+268.9% | $7,344+249.4% |