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 | $58,050 | $72,277-19.7% | $101,248-42.7% | $79,858-27.3% |
| Participation rate | 52.8% | 68.5%-15.7pp | 75.8%-23.0pp | 69.6%-16.9pp |
| Annual return | 13.72% | 22.30%-8.6pp | 46.47%-32.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,315 | $2,692-51.1% | $3,660-64.1% | $2,471-46.8% |
| Participant deferral / active EE | $1,900 | $3,282-42.1% | $4,370-56.5% | $3,740-49.2% |
| Admin fee / account holder | $4,063 | $4,400-7.7% | $5,945-31.7% | $5,306-23.4% |