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 | $55,200 | $65,365-15.6% | $92,893-40.6% | $72,985-24.4% |
| Participation rate | 41.9% | 68.3%-26.5pp | 76.0%-34.1pp | 69.5%-27.6pp |
| Annual return | 21.44% | 42.10%-20.7pp | 109.41%-88.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,559 | $2,594-39.9% | $3,653-57.3% | $2,440-36.1% |
| Participant deferral / active EE | $3,611 | $3,128+15.4% | $4,236-14.8% | $3,607+0.1% |
| Admin fee / account holder | $3,766 | $4,251-11.4% | $5,794-35.0% | $5,124-26.5% |