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 | $23,021 | $117,983-80.5% | $101,794-77.4% | $142,382-83.8% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | 10.54% | 36.92%-26.4pp | 30.53%-20.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,448 | $2,773-47.8% | $2,289-36.7% | $4,299-66.3% |
| Participant deferral / active EE | $3,261 | $4,714-30.8% | $4,084-20.1% | $6,507-49.9% |
| Admin fee / account holder | $8,430 | $10,433-19.2% | $8,777-4.0% | $12,624-33.2% |