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 | $37,733 | $66,098-42.9% | $101,794-62.9% | $74,304-49.2% |
| Participation rate | 53.3% | 53.8%-0.5pp | 69.2%-15.9pp | 60.3%-7.1pp |
| Annual return | 14.73% | 19.59%-4.9pp | 30.53%-15.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $283 | $1,082-73.9% | $2,289-87.6% | $2,241-87.4% |
| Participant deferral / active EE | $1,991 | $2,781-28.4% | $4,084-51.3% | $3,767-47.2% |
| Admin fee / account holder | $1,719 | $4,146-58.5% | $8,777-80.4% | $2,969-42.1% |