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 | $52,231 | $59,839-12.7% | $81,983-36.3% | $79,858-34.6% |
| Participation rate | 37.1% | 61.6%-24.5pp | 69.2%-32.2pp | 69.6%-32.5pp |
| Annual return | 14.85% | 17.56%-2.7pp | 41.31%-26.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $354 | $1,713-79.3% | $2,498-85.8% | $2,471-85.7% |
| Participant deferral / active EE | $1,006 | $2,695-62.7% | $3,722-73.0% | $3,740-73.1% |
| Admin fee / account holder | $1,994 | $4,287-53.5% | $5,664-64.8% | $5,306-62.4% |