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 | $57,895 | $65,395-11.5% | $182,532-68.3% | $72,985-20.7% |
| Participation rate | 61.0% | 65.4%-4.4pp | 78.0%-17.0pp | 69.5%-8.5pp |
| Annual return | 18.66% | 27.68%-9.0pp | 148.54%-129.9pp | 81.00%-62.3pp |
| Employer contribution / active EE | $930 | $1,911-51.3% | $4,076-77.2% | $2,440-61.9% |
| Participant deferral / active EE | $3,894 | $3,563+9.3% | $5,524-29.5% | $3,607+7.9% |
| Admin fee / account holder | $2,598 | $4,245-38.8% | $8,592-69.8% | $5,124-49.3% |