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 | $41,735 | $48,046-13.1% | $84,611-50.7% | $72,985-42.8% |
| Participation rate | 44.8% | 57.6%-12.8pp | 68.2%-23.4pp | 69.5%-24.7pp |
| Annual return | 22.33% | 37.38%-15.1pp | 258.74%-236.4pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,511 | $1,602-5.6% | $2,652-43.0% | $2,440-38.1% |
| Participant deferral / active EE | $4,319 | $2,680+61.1% | $3,899+10.8% | $3,607+19.7% |
| Admin fee / account holder | $3,860 | $3,395+13.7% | $4,912-21.4% | $5,124-24.7% |