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 | $56,545 | $86,929-35.0% | $102,423-44.8% | $80,856-30.1% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 11.81% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,450 | $2,369-38.8% | $3,023-52.0% | $2,755-47.4% |
| Participant deferral / active EE | $3,114 | $4,118-24.4% | $5,053-38.4% | $4,296-27.5% |
| Admin fee / account holder | $2,717 | $8,049-66.2% | $9,451-71.2% | $6,918-60.7% |