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 | $65,295 | $72,277-9.7% | $101,248-35.5% | $79,858-18.2% |
| Participation rate | 35.9% | 68.5%-32.5pp | 75.8%-39.9pp | 69.6%-33.7pp |
| Annual return | 24.20% | 22.30%+1.9pp | 46.47%-22.3pp | 31.71%-7.5pp |
| Employer contribution / active EE | $1,321 | $2,692-50.9% | $3,660-63.9% | $2,471-46.5% |
| Participant deferral / active EE | $2,286 | $3,282-30.3% | $4,370-47.7% | $3,740-38.9% |
| Admin fee / account holder | $1,722 | $4,400-60.9% | $5,945-71.0% | $5,306-67.5% |