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 | $61,580 | $64,348-4.3% | $90,160-31.7% | $70,131-12.2% |
| Participation rate | 48.2% | 70.4%-22.2pp | 76.9%-28.6pp | 69.5%-21.3pp |
| Annual return | 21.75% | 28.13%-6.4pp | 34.88%-13.1pp | 73.14%-51.4pp |
| Employer contribution / active EE | $249 | $2,046-87.8% | $3,318-92.5% | $2,342-89.4% |
| Participant deferral / active EE | $2,849 | $4,389-35.1% | $5,288-46.1% | $3,332-14.5% |
| Admin fee / account holder | $8,633 | $3,944+118.9% | $5,943+45.3% | $4,645+85.8% |