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 | $73,869 | $81,233-9.1% | $155,567-52.5% | $80,874-8.7% |
| Participation rate | 48.9% | 66.2%-17.3pp | 78.2%-29.3pp | 67.6%-18.7pp |
| Annual return | 14.11% | 33.33%-19.2pp | 64.74%-50.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,812 | $3,101-41.6% | $4,674-61.2% | $2,756-34.2% |
| Participant deferral / active EE | $3,621 | $3,452+4.9% | $5,628-35.7% | $4,297-15.7% |
| Admin fee / account holder | $869 | $7,998-89.1% | $15,916-94.5% | $6,935-87.5% |