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 5-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 | $26,260 | $74,927-65.0% | $101,794-74.2% | $84,808-69.0% |
| Participation rate | 59.0% | 61.4%-2.4pp | 69.2%-10.2pp | 68.3%-9.3pp |
| Annual return | 15.35% | 18.70%-3.3pp | 30.53%-15.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,265 | $1,522-16.9% | $2,289-44.7% | $2,631-51.9% |
| Participant deferral / active EE | $2,296 | $3,099-25.9% | $4,084-43.8% | $4,212-45.5% |
| Admin fee / account holder | $955 | $6,514-85.3% | $8,777-89.1% | $7,344-87.0% |