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 | $76,039 | $109,413-30.5% | $156,263-51.3% | $84,808-10.3% |
| Participation rate | 46.3% | 72.7%-26.4pp | 78.9%-32.6pp | 68.3%-22.0pp |
| Annual return | 12.77% | 20.18%-7.4pp | 59.47%-46.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,854 | $2,907-36.2% | $4,333-57.2% | $2,631-29.5% |
| Participant deferral / active EE | $3,132 | $4,590-31.8% | $6,158-49.1% | $4,212-25.6% |
| Admin fee / account holder | $4,157 | $9,357-55.6% | $14,255-70.8% | $7,344-43.4% |