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 | $27,115 | $56,897-52.3% | $84,750-68.0% | $62,891-56.9% |
| Participation rate | 59.5% | 68.5%-9.1pp | 76.6%-17.1pp | 69.3%-9.8pp |
| Annual return | 7.58% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $914 | $2,400-61.9% | $3,574-74.4% | $2,281-59.9% |
| Participant deferral / active EE | $1,487 | $2,709-45.1% | $3,712-59.9% | $3,203-53.6% |
| Admin fee / account holder | $1,854 | $3,581-48.2% | $5,332-65.2% | $4,296-56.8% |