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 | $56,274 | $25,014+125.0% | $69,647-19.2% | $80,856-30.4% |
| Participation rate | 32.1% | 64.2%-32.1pp | 66.5%-34.3pp | 67.6%-35.5pp |
| Annual return | 14.25% | 19.07%-4.8pp | 100.48%-86.2pp | 35.59%-21.3pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,509 | $1,839-17.9% | $2,886-47.7% | $4,296-64.9% |
| Admin fee / account holder | $5,852 | $2,488+135.2% | $4,713+24.2% | $6,918-15.4% |