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 | $56,256 | $153,311-63.3% | $109,313-48.5% | $273,961-79.5% |
| Participation rate | 53.3% | 80.1%-26.8pp | 71.3%-17.9pp | 83.0%-29.7pp |
| Annual return | 5.31% | 29.86%-24.5pp | 22.07%-16.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $642 | $5,619-88.6% | $3,892-83.5% | $4,869-86.8% |
| Participant deferral / active EE | $1,832 | $3,932-53.4% | $3,166-42.1% | $5,287-65.4% |
| Admin fee / account holder | $352 | $8,076-95.6% | $5,666-93.8% | $10,132-96.5% |