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 | $50,605 | $101,724-50.3% | $164,813-69.3% | $80,856-37.4% |
| Participation rate | 56.0% | 71.8%-15.8pp | 78.6%-22.6pp | 67.6%-11.6pp |
| Annual return | 13.18% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,594 | $2,953-46.0% | $4,341-63.3% | $2,755-42.1% |
| Participant deferral / active EE | $2,997 | $4,477-33.1% | $6,031-50.3% | $4,296-30.2% |
| Admin fee / account holder | $5,615 | $8,227-31.8% | $12,690-55.8% | $6,918-18.8% |