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 7-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 | $29,633 | $58,627-49.5% | $76,735-61.4% | $82,448-64.1% |
| Participation rate | 57.0% | 63.2%-6.3pp | 69.5%-12.5pp | 68.1%-11.1pp |
| Annual return | 14.14% | 39.10%-25.0pp | 29.77%-15.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,337 | $1,729-22.7% | $2,454-45.5% | $2,551-47.6% |
| Participant deferral / active EE | $2,928 | $3,134-6.6% | $4,088-28.4% | $4,139-29.3% |
| Admin fee / account holder | $5,667 | $5,323+6.5% | $7,189-21.2% | $7,234-21.7% |