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 | $25,054 | $56,897-56.0% | $84,750-70.4% | $62,891-60.2% |
| Participation rate | 25.0% | 68.5%-43.5pp | 76.6%-51.6pp | 69.3%-44.3pp |
| Annual return | 5.54% | 6.30%-0.8pp | 22.78%-17.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $926 | $2,400-61.4% | $3,574-74.1% | $2,281-59.4% |
| Participant deferral / active EE | $1,937 | $2,709-28.5% | $3,712-47.8% | $3,203-39.5% |
| Admin fee / account holder | $910 | $3,581-74.6% | $5,332-82.9% | $4,296-78.8% |