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 | $52,603 | $135,952-61.3% | $123,892-57.5% | $273,961-80.8% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 6.10% | 56.63%-50.5pp | 47.52%-41.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $3,680 | $5,170-28.8% | $4,617-20.3% | $4,869-24.4% |
| Participant deferral / active EE | $2,400 | $6,343-62.2% | $5,984-59.9% | $5,287-54.6% |
| Admin fee / account holder | $21,085 | $9,817+114.8% | $8,357+152.3% | $10,132+108.1% |