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 | $44,713 | $103,376-56.7% | $87,100-48.7% | $152,861-70.7% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.9%-21.3pp | 82.4%-26.9pp |
| Annual return | 24.14% | 28.10%-4.0pp | 28.19%-4.0pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,798 | $3,220-44.2% | $2,521-28.7% | $4,762-62.3% |
| Participant deferral / active EE | $2,565 | $4,778-46.3% | $4,049-36.6% | $5,850-56.2% |
| Admin fee / account holder | $3,228 | $12,205-73.6% | $7,497-56.9% | $11,596-72.2% |