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 | $44,510 | $84,233-47.2% | $170,442-73.9% | $70,131-36.5% |
| Participation rate | 39.1% | 70.8%-31.7pp | 83.6%-44.5pp | 69.5%-30.4pp |
| Annual return | 17.48% | 23.06%-5.6pp | 205.93%-188.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,588 | $3,086-48.5% | $4,939-67.8% | $3,332-52.3% |
| Admin fee / account holder | $4,418 | $5,698-22.5% | $13,880-68.2% | $4,645-4.9% |