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 | $19,121 | $80,717-76.3% | $154,803-87.6% | $84,808-77.5% |
| Participation rate | 63.0% | 66.8%-3.8pp | 78.1%-15.0pp | 68.3%-5.3pp |
| Annual return | 20.27% | 37.96%-17.7pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,425 | $2,761-48.4% | $4,305-66.9% | $2,631-45.8% |
| Participant deferral / active EE | $2,908 | $3,303-12.0% | $5,540-47.5% | $4,212-31.0% |
| Admin fee / account holder | $2,817 | $6,746-58.2% | $14,329-80.3% | $7,344-61.6% |