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 | $66,059 | $109,881-39.9% | $150,045-56.0% | $84,808-22.1% |
| Participation rate | 54.2% | 76.1%-21.9pp | 82.3%-28.2pp | 68.3%-14.1pp |
| Annual return | 26.32% | 28.25%-1.9pp | 62.55%-36.2pp | 40.90%-14.6pp |
| Employer contribution / active EE | $1,259 | $3,561-64.6% | $4,693-73.2% | $2,631-52.1% |
| Participant deferral / active EE | $5,497 | $6,636-17.2% | $7,997-31.3% | $4,212+30.5% |
| Admin fee / account holder | $12,233 | $8,568+42.8% | $13,435-8.9% | $7,344+66.6% |