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 | $38,020 | $105,630-64.0% | $87,507-56.6% | $273,961-86.1% |
| Participation rate | 54.5% | 78.2%-23.6pp | 73.8%-19.3pp | 83.0%-28.5pp |
| Annual return | 3.28% | 12.25%-9.0pp | 12.21%-8.9pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,097 | $3,141-65.1% | $2,550-57.0% | $4,869-77.5% |
| Participant deferral / active EE | $3,665 | $3,601+1.8% | $3,149+16.4% | $5,287-30.7% |
| Admin fee / account holder | $1,400 | $4,781-70.7% | $4,221-66.8% | $10,132-86.2% |