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 | $47,164 | $67,606-30.2% | $82,313-42.7% | $70,131-32.7% |
| Participation rate | 59.4% | 72.8%-13.4pp | 76.9%-17.5pp | 69.5%-10.2pp |
| Annual return | 15.58% | 21.57%-6.0pp | 25.88%-10.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,277 | $1,755-27.2% | $2,428-47.4% | $2,342-45.5% |
| Participant deferral / active EE | $2,474 | $2,987-17.2% | $3,706-33.2% | $3,332-25.7% |
| Admin fee / account holder | $1,769 | $4,512-60.8% | $5,608-68.5% | $4,645-61.9% |