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 4-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 | $67,826 | $73,787-8.1% | $98,716-31.3% | $82,448-17.7% |
| Participation rate | 40.0% | 61.4%-21.4pp | 69.3%-29.3pp | 68.1%-28.1pp |
| Annual return | 19.34% | 18.57%+0.8pp | 31.81%-12.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,346 | $1,511-10.9% | $2,279-40.9% | $2,551-47.2% |
| Participant deferral / active EE | $2,543 | $3,081-17.5% | $4,048-37.2% | $4,139-38.6% |
| Admin fee / account holder | $4,406 | $6,500-32.2% | $8,703-49.4% | $7,234-39.1% |