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 | $35,387 | $60,349-41.4% | $74,183-52.3% | $62,891-43.7% |
| Participation rate | 68.2% | 72.7%-4.5pp | 76.6%-8.4pp | 69.3%-1.1pp |
| Annual return | 10.62% | 21.37%-10.8pp | 17.74%-7.1pp | 20.14%-9.5pp |
| Employer contribution / active EE | $522 | $1,680-68.9% | $2,370-78.0% | $2,281-77.1% |
| Participant deferral / active EE | $2,131 | $2,856-25.4% | $3,550-40.0% | $3,203-33.5% |
| Admin fee / account holder | $1,250 | $4,261-70.7% | $5,586-77.6% | $4,296-70.9% |