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 | $38,060 | $95,453-60.1% | $112,040-66.0% | $82,448-53.8% |
| Participation rate | 65.1% | 72.8%-7.6pp | 76.5%-11.4pp | 68.1%-3.0pp |
| Annual return | 43.30% | 23.92%+19.4pp | 24.52%+18.8pp | 41.64%+1.7pp |
| Employer contribution / active EE | $2,142 | $2,318-7.6% | $2,954-27.5% | $2,551-16.0% |
| Participant deferral / active EE | $3,744 | $4,224-11.4% | $5,098-26.6% | $4,139-9.6% |
| Admin fee / account holder | $1,994 | $9,013-77.9% | $12,098-83.5% | $7,234-72.4% |