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 | $57,648 | $67,411-14.5% | $91,001-36.7% | $70,131-17.8% |
| Participation rate | 53.7% | 71.4%-17.7pp | 75.6%-21.9pp | 69.5%-15.8pp |
| Annual return | 18.37% | -40.16%+58.5pp | 4.60%+13.8pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,210 | $1,786-32.3% | $2,456-50.7% | $2,342-48.4% |
| Participant deferral / active EE | $2,572 | $2,823-8.9% | $3,547-27.5% | $3,332-22.8% |
| Admin fee / account holder | $2,279 | $4,236-46.2% | $5,417-57.9% | $4,645-50.9% |