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 | $24,436 | $39,122-37.5% | $57,179-57.3% | $62,891-61.1% |
| Participation rate | 61.5% | 70.5%-9.0pp | 75.3%-13.8pp | 69.3%-7.8pp |
| Annual return | 7.71% | 9.23%-1.5pp | 14.59%-6.9pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,042 | $1,874-44.4% | $2,682-61.2% | $2,281-54.3% |
| Participant deferral / active EE | $2,574 | $2,374+8.4% | $3,096-16.9% | $3,203-19.6% |
| Admin fee / account holder | $3,104 | $2,592+19.7% | $3,139-1.1% | $4,296-27.7% |