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 | $51,624 | $73,933-30.2% | $96,683-46.6% | $75,163-31.3% |
| Participation rate | 31.9% | 66.4%-34.5pp | 74.3%-42.4pp | 67.2%-35.3pp |
| Annual return | 16.14% | 26.70%-10.6pp | 35.69%-19.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,274 | $2,928-56.5% | $3,737-65.9% | $2,670-52.3% |
| Participant deferral / active EE | $2,642 | $3,659-27.8% | $4,878-45.8% | $4,125-36.0% |
| Admin fee / account holder | $13,986 | $5,216+168.1% | $6,730+107.8% | $5,651+147.5% |