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 | $63,047 | $89,753-29.8% | $107,525-41.4% | $84,808-25.7% |
| Participation rate | 46.7% | 68.1%-21.4pp | 75.1%-28.4pp | 68.3%-21.6pp |
| Annual return | 21.26% | 29.48%-8.2pp | 181.32%-160.1pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,617 | $3,113-48.1% | $3,754-56.9% | $2,631-38.5% |
| Participant deferral / active EE | $3,245 | $4,056-20.0% | $5,116-36.6% | $4,212-22.9% |
| Admin fee / account holder | $12,727 | $7,222+76.2% | $8,919+42.7% | $7,344+73.3% |