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 | $42,424 | $73,933-42.6% | $96,683-56.1% | $75,163-43.6% |
| Participation rate | 56.1% | 66.4%-10.3pp | 74.3%-18.2pp | 67.2%-11.1pp |
| Annual return | 15.07% | 26.70%-11.6pp | 35.69%-20.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,542 | $2,928-47.3% | $3,737-58.7% | $2,670-42.2% |
| Participant deferral / active EE | $3,026 | $3,659-17.3% | $4,878-38.0% | $4,125-26.7% |
| Admin fee / account holder | $863 | $5,216-83.4% | $6,730-87.2% | $5,651-84.7% |