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 | $56,862 | $72,012-21.0% | $185,823-69.4% | $79,858-28.8% |
| Participation rate | 59.3% | 65.8%-6.5pp | 78.0%-18.8pp | 69.6%-10.4pp |
| Annual return | 15.98% | 23.12%-7.1pp | 35.95%-20.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,051 | $1,965+55.3% | $4,087-25.4% | $2,471+23.5% |
| Participant deferral / active EE | $12,781 | $3,779+238.2% | $5,632+126.9% | $3,740+241.7% |
| Admin fee / account holder | $17,737 | $4,513+293.1% | $9,500+86.7% | $5,306+234.3% |