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 | $37,808 | $81,460-53.6% | $103,333-63.4% | $80,856-53.2% |
| Participation rate | 41.4% | 66.8%-25.5pp | 74.5%-33.1pp | 67.6%-26.3pp |
| Annual return | 13.89% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,340 | $3,105-56.8% | $3,868-65.4% | $2,755-51.4% |
| Participant deferral / active EE | $2,479 | $3,869-35.9% | $5,057-51.0% | $4,296-42.3% |
| Admin fee / account holder | $2,482 | $6,566-62.2% | $8,355-70.3% | $6,918-64.1% |