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 | $37,833 | $57,590-34.3% | $86,233-56.1% | $82,448-54.1% |
| Participation rate | 20.0% | 57.9%-37.9pp | 69.0%-49.0pp | 68.1%-48.1pp |
| Annual return | 21.36% | 22.41%-1.1pp | 61.39%-40.0pp | 41.64%-20.3pp |
| Employer contribution / active EE | $348 | $1,655-78.9% | $2,504-86.1% | $2,551-86.3% |
| Participant deferral / active EE | $893 | $3,080-71.0% | $4,559-80.4% | $4,139-78.4% |
| Admin fee / account holder | $5,299 | $4,730+12.0% | $8,342-36.5% | $7,234-26.7% |