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 | $61,532 | $67,606-9.0% | $82,313-25.2% | $70,131-12.3% |
| Participation rate | 43.9% | 72.8%-28.9pp | 76.9%-33.0pp | 69.5%-25.6pp |
| Annual return | 17.63% | 21.57%-3.9pp | 25.88%-8.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $918 | $1,755-47.7% | $2,428-62.2% | $2,342-60.8% |
| Participant deferral / active EE | $1,862 | $2,987-37.7% | $3,706-49.8% | $3,332-44.1% |
| Admin fee / account holder | $1,360 | $4,512-69.9% | $5,608-75.8% | $4,645-70.7% |