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 | $33,060 | $48,076-31.2% | $78,689-58.0% | $62,891-47.4% |
| Participation rate | 62.5% | 65.2%-2.7pp | 73.6%-11.1pp | 69.3%-6.8pp |
| Annual return | 11.37% | 31.35%-20.0pp | 62.18%-50.8pp | 20.14%-8.8pp |
| Employer contribution / active EE | $584 | $2,015-71.0% | $2,851-79.5% | $2,281-74.4% |
| Participant deferral / active EE | $1,223 | $2,588-52.7% | $3,517-65.2% | $3,203-61.8% |
| Admin fee / account holder | $1,084 | $3,207-66.2% | $4,510-76.0% | $4,296-74.8% |