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 | $57,007 | $125,758-54.7% | $169,993-66.5% | $75,163-24.2% |
| Participation rate | 68.5% | 83.6%-15.1pp | 87.0%-18.5pp | 67.2%+1.3pp |
| Annual return | 14.29% | 27.20%-12.9pp | 53.37%-39.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,056 | $4,615-55.4% | $6,785-69.7% | $2,670-23.0% |
| Participant deferral / active EE | $4,594 | $6,837-32.8% | $10,408-55.9% | $4,125+11.4% |
| Admin fee / account holder | $4,003 | $8,173-51.0% | $12,815-68.8% | $5,651-29.2% |