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 | $64,984 | $87,013-25.3% | $106,213-38.8% | $80,856-19.6% |
| Participation rate | 62.1% | 70.4%-8.4pp | 75.3%-13.2pp | 67.6%-5.6pp |
| Annual return | 12.11% | 17.05%-4.9pp | 116.14%-104.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,170 | $2,395-9.4% | $3,171-31.6% | $2,755-21.2% |
| Participant deferral / active EE | $3,966 | $3,986-0.5% | $5,016-20.9% | $4,296-7.7% |
| Admin fee / account holder | $4,450 | $8,431-47.2% | $11,033-59.7% | $6,918-35.7% |