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 | $48,753 | $77,419-37.0% | $69,455-29.8% | $152,861-68.1% |
| Participation rate | 65.0% | 78.1%-13.1pp | 74.6%-9.6pp | 82.4%-17.4pp |
| Annual return | 21.90% | 39.06%-17.2pp | 28.97%-7.1pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,052 | $3,315-68.3% | $2,779-62.2% | $4,762-77.9% |
| Participant deferral / active EE | $4,169 | $4,414-5.5% | $3,535+17.9% | $5,850-28.7% |
| Admin fee / account holder | $622 | $6,207-90.0% | $3,839-83.8% | $11,596-94.6% |