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 | $46,691 | $76,552-39.0% | $123,892-62.3% | $62,891-25.8% |
| Participation rate | 65.7% | 73.0%-7.3pp | 81.4%-15.7pp | 69.3%-3.6pp |
| Annual return | 14.75% | 18.68%-3.9pp | 47.52%-32.8pp | 20.14%-5.4pp |
| Employer contribution / active EE | $2,216 | $2,883-23.1% | $4,617-52.0% | $2,281-2.8% |
| Participant deferral / active EE | $4,101 | $4,840-15.3% | $5,984-31.5% | $3,203+28.0% |
| Admin fee / account holder | $918 | $4,826-81.0% | $8,357-89.0% | $4,296-78.6% |