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 | $69,928 | $89,753-22.1% | $107,525-35.0% | $84,808-17.5% |
| Participation rate | 53.1% | 68.1%-14.9pp | 75.1%-21.9pp | 68.3%-15.2pp |
| Annual return | 18.79% | 29.48%-10.7pp | 181.32%-162.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,569 | $3,113-49.6% | $3,754-58.2% | $2,631-40.4% |
| Participant deferral / active EE | $2,745 | $4,056-32.3% | $5,116-46.3% | $4,212-34.8% |
| Admin fee / account holder | $735 | $7,222-89.8% | $8,919-91.8% | $7,344-90.0% |