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 | $53,416 | $81,460-34.4% | $103,333-48.3% | $80,856-33.9% |
| Participation rate | 65.8% | 66.8%-1.1pp | 74.5%-8.7pp | 67.6%-1.8pp |
| Annual return | 14.47% | 25.55%-11.1pp | 24.88%-10.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,925 | $3,105-38.0% | $3,868-50.2% | $2,755-30.1% |
| Participant deferral / active EE | $3,544 | $3,869-8.4% | $5,057-29.9% | $4,296-17.5% |
| Admin fee / account holder | $1,688 | $6,566-74.3% | $8,355-79.8% | $6,918-75.6% |