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 | $37,416 | $100,923-62.9% | $150,045-75.1% | $74,304-49.6% |
| Participation rate | 62.4% | 70.1%-7.7pp | 82.3%-19.9pp | 60.3%+2.0pp |
| Annual return | 18.89% | 51.77%-32.9pp | 62.55%-43.7pp | 29.43%-10.5pp |
| Employer contribution / active EE | $1,678 | $3,463-51.5% | $4,693-64.2% | $2,241-25.1% |
| Participant deferral / active EE | $2,786 | $6,709-58.5% | $7,997-65.2% | $3,767-26.1% |
| Admin fee / account holder | $1,518 | $2,767-45.1% | $13,435-88.7% | $2,969-48.9% |