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 | $46,205 | $65,365-29.3% | $92,893-50.3% | $72,985-36.7% |
| Participation rate | 42.6% | 68.3%-25.7pp | 76.0%-33.4pp | 69.5%-26.9pp |
| Annual return | 19.70% | 42.10%-22.4pp | 109.41%-89.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,374 | $2,594-47.0% | $3,653-62.4% | $2,440-43.7% |
| Participant deferral / active EE | $2,369 | $3,128-24.3% | $4,236-44.1% | $3,607-34.3% |
| Admin fee / account holder | $3,415 | $4,251-19.7% | $5,794-41.1% | $5,124-33.4% |