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 | $53,563 | $81,460-34.2% | $103,333-48.2% | $80,856-33.8% |
| Participation rate | 58.8% | 66.8%-8.0pp | 74.5%-15.7pp | 67.6%-8.8pp |
| Annual return | 10.48% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,199 | $3,105-61.4% | $3,868-69.0% | $2,755-56.5% |
| Participant deferral / active EE | $3,210 | $3,869-17.0% | $5,057-36.5% | $4,296-25.3% |
| Admin fee / account holder | $1,514 | $6,566-76.9% | $8,355-81.9% | $6,918-78.1% |