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 | $65,629 | $138,347-52.6% | $184,203-64.4% | $80,856-18.8% |
| Participation rate | 56.1% | 83.9%-27.8pp | 86.8%-30.7pp | 67.6%-11.5pp |
| Annual return | 13.09% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,870 | $4,850-40.8% | $6,427-55.3% | $2,755+4.2% |
| Participant deferral / active EE | $5,516 | $7,071-22.0% | $9,131-39.6% | $4,296+28.4% |
| Admin fee / account holder | $12,341 | $10,483+17.7% | $13,901-11.2% | $6,918+78.4% |