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 | $45,920 | $96,484-52.4% | $75,886-39.5% | $152,861-70.0% |
| Participation rate | 65.2% | 76.2%-11.0pp | 69.3%-4.1pp | 82.4%-17.2pp |
| Annual return | 20.36% | 33.98%-13.6pp | 30.76%-10.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,399 | $3,309-57.7% | $2,500-44.1% | $4,762-70.6% |
| Participant deferral / active EE | $1,716 | $4,553-62.3% | $3,603-52.4% | $5,850-70.7% |
| Admin fee / account holder | $4,660 | $8,078-42.3% | $5,418-14.0% | $11,596-59.8% |