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 4-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 | $39,553 | $60,892-35.0% | $82,389-52.0% | $84,808-53.4% |
| Participation rate | 60.0% | 63.3%-3.3pp | 69.5%-9.5pp | 68.3%-8.3pp |
| Annual return | 14.91% | 37.29%-22.4pp | 28.67%-13.8pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,709 | $1,779-4.0% | $2,517-32.1% | $2,631-35.1% |
| Participant deferral / active EE | $4,592 | $3,179+44.5% | $4,155+10.5% | $4,212+9.0% |
| Admin fee / account holder | $10,136 | $5,467+85.4% | $7,231+40.2% | $7,344+38.0% |