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 | $29,081 | $49,791-41.6% | $78,210-62.8% | $70,131-58.5% |
| Participation rate | 53.5% | 62.3%-8.8pp | 68.7%-15.2pp | 69.5%-16.1pp |
| Annual return | 13.30% | 20.75%-7.4pp | 40.90%-27.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $294 | $1,430-79.5% | $2,034-85.6% | $2,342-87.5% |
| Participant deferral / active EE | $1,269 | $2,150-41.0% | $2,823-55.1% | $3,332-61.9% |
| Admin fee / account holder | $1,008 | $3,181-68.3% | $3,758-73.2% | $4,645-78.3% |