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 | $37,585 | $72,277-48.0% | $101,248-62.9% | $79,858-52.9% |
| Participation rate | 42.1% | 68.5%-26.4pp | 75.8%-33.7pp | 69.6%-27.5pp |
| Annual return | 15.26% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $978 | $2,692-63.7% | $3,660-73.3% | $2,471-60.4% |
| Participant deferral / active EE | $3,051 | $3,282-7.0% | $4,370-30.2% | $3,740-18.4% |
| Admin fee / account holder | $4,668 | $4,400+6.1% | $5,945-21.5% | $5,306-12.0% |