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 | $77,520 | $100,970-23.2% | $96,576-19.7% | $137,256-43.5% |
| Participation rate | 56.3% | 82.6%-26.4pp | 81.4%-25.2pp | 80.0%-23.7pp |
| Annual return | 17.30% | 38.16%-20.9pp | 38.47%-21.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $352 | $3,809-90.7% | $3,553-90.1% | $4,156-91.5% |
| Participant deferral / active EE | $4,165 | $8,286-49.7% | $7,956-47.7% | $6,407-35.0% |
| Admin fee / account holder | $23,980 | $11,312+112.0% | $11,381+110.7% | $12,270+95.4% |