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 | $37,648 | $153,772-75.5% | $133,980-71.9% | $273,961-86.3% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.1%-29.9pp | 83.0%-25.9pp |
| Annual return | 8.19% | 36.51%-28.3pp | 29.30%-21.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,694 | $6,029-71.9% | $5,211-67.5% | $4,869-65.2% |
| Participant deferral / active EE | $3,471 | $6,958-50.1% | $6,282-44.7% | $5,287-34.4% |
| Admin fee / account holder | $13,275 | $11,765+12.8% | $9,324+42.4% | $10,132+31.0% |