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 | $47,995 | $67,411-28.8% | $91,001-47.3% | $70,131-31.6% |
| Participation rate | 54.9% | 71.4%-16.4pp | 75.6%-20.7pp | 69.5%-14.6pp |
| Annual return | 18.02% | -40.16%+58.2pp | 4.60%+13.4pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,607 | $1,786-10.0% | $2,456-34.6% | $2,342-31.4% |
| Participant deferral / active EE | $2,884 | $2,823+2.2% | $3,547-18.7% | $3,332-13.4% |
| Admin fee / account holder | $8,106 | $4,236+91.3% | $5,417+49.6% | $4,645+74.5% |