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 | $41,344 | $64,324-35.7% | $118,925-65.2% | $79,858-48.2% |
| Participation rate | 57.1% | 64.9%-7.7pp | 75.4%-18.2pp | 69.6%-12.5pp |
| Annual return | 11.90% | 86.45%-74.5pp | 35.88%-24.0pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,335 | $1,836-27.3% | $3,263-59.1% | $2,471-46.0% |
| Participant deferral / active EE | $2,487 | $2,824-11.9% | $4,265-41.7% | $3,740-33.5% |
| Admin fee / account holder | $2,179 | $4,040-46.1% | $6,581-66.9% | $5,306-58.9% |