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 | $40,460 | $80,717-49.9% | $154,803-73.9% | $84,808-52.3% |
| Participation rate | 56.8% | 66.8%-10.0pp | 78.1%-21.3pp | 68.3%-11.5pp |
| Annual return | 20.34% | 37.96%-17.6pp | 58.88%-38.5pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,375 | $2,761-50.2% | $4,305-68.1% | $2,631-47.7% |
| Participant deferral / active EE | $2,988 | $3,303-9.5% | $5,540-46.1% | $4,212-29.1% |
| Admin fee / account holder | $604 | $6,746-91.0% | $14,329-95.8% | $7,344-91.8% |