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 | $62,485 | $76,407-18.2% | $150,298-58.4% | $82,448-24.2% |
| Participation rate | 15.6% | 66.4%-50.8pp | 77.8%-62.2pp | 68.1%-52.5pp |
| Annual return | 14.44% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $412 | $2,614-84.2% | $4,154-90.1% | $2,551-83.8% |
| Participant deferral / active EE | $1,402 | $3,214-56.4% | $5,453-74.3% | $4,139-66.1% |
| Admin fee / account holder | $1,198 | $6,352-81.1% | $14,116-91.5% | $7,234-83.4% |