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 | $41,891 | $99,341-57.8% | $84,750-50.6% | $273,961-84.7% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 10.80% | 22.93%-12.1pp | 22.78%-12.0pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,453 | $4,214-65.5% | $3,574-59.4% | $4,869-70.2% |
| Participant deferral / active EE | $1,725 | $4,269-59.6% | $3,712-53.5% | $5,287-67.4% |
| Admin fee / account holder | $4,061 | $6,644-38.9% | $5,332-23.8% | $10,132-59.9% |