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 | $49,397 | $70,428-29.9% | $96,562-48.8% | $85,850-42.5% |
| Participation rate | 61.7% | 61.8%-0.1pp | 69.8%-8.1pp | 69.3%-7.6pp |
| Annual return | 12.21% | 18.59%-6.4pp | 37.78%-25.6pp | 318.53%-306.3pp |
| Employer contribution / active EE | $865 | $1,413-38.8% | $2,356-63.3% | $2,565-66.3% |
| Participant deferral / active EE | $2,844 | $2,894-1.7% | $3,849-26.1% | $3,952-28.0% |
| Admin fee / account holder | $8,959 | $4,997+79.3% | $6,181+44.9% | $6,260+43.1% |