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 | $37,384 | $56,897-34.3% | $84,750-55.9% | $62,891-40.6% |
| Participation rate | 44.4% | 68.5%-24.1pp | 76.6%-32.1pp | 69.3%-24.9pp |
| Annual return | 7.12% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,504 | $2,709-44.5% | $3,712-59.5% | $3,203-53.0% |
| Admin fee / account holder | $1,164 | $3,581-67.5% | $5,332-78.2% | $4,296-72.9% |