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 | $56,896 | $81,460-30.2% | $103,333-44.9% | $80,856-29.6% |
| Participation rate | 57.8% | 66.8%-9.1pp | 74.5%-16.7pp | 67.6%-9.9pp |
| Annual return | 11.11% | 25.55%-14.4pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,201 | $3,105-29.1% | $3,868-43.1% | $2,755-20.1% |
| Participant deferral / active EE | $2,946 | $3,869-23.9% | $5,057-41.8% | $4,296-31.4% |
| Admin fee / account holder | $2,529 | $6,566-61.5% | $8,355-69.7% | $6,918-63.4% |