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 | $44,553 | $181,894-75.5% | $156,549-71.5% | $273,961-83.7% |
| Participation rate | 68.4% | 88.4%-20.0pp | 84.0%-15.6pp | 83.0%-14.6pp |
| Annual return | 4.93% | 30.74%-25.8pp | 32.23%-27.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,863 | $6,248-54.2% | $5,501-48.0% | $4,869-41.2% |
| Participant deferral / active EE | $4,435 | $5,550-20.1% | $4,871-9.0% | $5,287-16.1% |
| Admin fee / account holder | $613 | $15,559-96.1% | $13,027-95.3% | $10,132-93.9% |