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 | $36,389 | $140,940-74.2% | $112,229-67.6% | $139,434-73.9% |
| Participation rate | 58.3% | 79.2%-20.9pp | 72.4%-14.1pp | 80.3%-22.0pp |
| Annual return | 14.54% | 32.71%-18.2pp | 30.20%-15.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,461 | $4,283-65.9% | $3,430-57.4% | $4,751-69.2% |
| Participant deferral / active EE | $2,286 | $5,874-61.1% | $4,798-52.4% | $6,710-65.9% |
| Admin fee / account holder | $3,299 | $9,954-66.9% | $7,748-57.4% | $11,403-71.1% |