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 | $27,547 | $65,041-57.6% | $90,951-69.7% | $79,858-65.5% |
| Participation rate | 28.9% | 61.6%-32.7pp | 69.0%-40.1pp | 69.6%-40.7pp |
| Annual return | 16.50% | 30.45%-14.0pp | 134.60%-118.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $263 | $1,247-78.9% | $2,122-87.6% | $2,471-89.3% |
| Participant deferral / active EE | $1,238 | $2,512-50.7% | $3,373-63.3% | $3,740-66.9% |
| Admin fee / account holder | $2,381 | $4,536-47.5% | $5,959-60.0% | $5,306-55.1% |