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 | $29,969 | $99,341-69.8% | $84,750-64.6% | $273,961-89.1% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | 19.80% | 22.93%-3.1pp | 22.78%-3.0pp | 41.45%-21.7pp |
| Employer contribution / active EE | $1,203 | $4,214-71.5% | $3,574-66.3% | $4,869-75.3% |
| Participant deferral / active EE | $6,120 | $4,269+43.4% | $3,712+64.9% | $5,287+15.8% |
| Admin fee / account holder | $483 | $6,644-92.7% | $5,332-90.9% | $10,132-95.2% |