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 | $77,725 | $89,753-13.4% | $107,525-27.7% | $84,808-8.4% |
| Participation rate | 48.4% | 68.1%-19.7pp | 75.1%-26.7pp | 68.3%-19.9pp |
| Annual return | 15.14% | 29.48%-14.3pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,359 | $3,113-56.4% | $3,754-63.8% | $2,631-48.4% |
| Participant deferral / active EE | $2,912 | $4,056-28.2% | $5,116-43.1% | $4,212-30.9% |
| Admin fee / account holder | $1,164 | $7,222-83.9% | $8,919-87.0% | $7,344-84.2% |