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 | $46,956 | $100,923-53.5% | $150,045-68.7% | $74,304-36.8% |
| Participation rate | 42.3% | 70.1%-27.8pp | 82.3%-40.0pp | 60.3%-18.0pp |
| Annual return | 26.69% | 51.77%-25.1pp | 62.55%-35.9pp | 29.43%-2.7pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,216 | $6,709-22.3% | $7,997-34.8% | $3,767+38.5% |
| Admin fee / account holder | $6,355 | $2,767+129.7% | $13,435-52.7% | $2,969+114.1% |