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 | $34,940 | $76,552-54.4% | $123,892-71.8% | $62,891-44.4% |
| Participation rate | 42.3% | 73.0%-30.7pp | 81.4%-39.1pp | 69.3%-27.0pp |
| Annual return | 25.58% | 18.68%+6.9pp | 47.52%-21.9pp | 20.14%+5.4pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,709 | $4,840-44.0% | $5,984-54.7% | $3,203-15.4% |
| Admin fee / account holder | $3,042 | $4,826-37.0% | $8,357-63.6% | $4,296-29.2% |