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 | $56,007 | $79,944-29.9% | $98,439-43.1% | $75,163-25.5% |
| Participation rate | 32.1% | 70.4%-38.3pp | 75.2%-43.1pp | 67.2%-35.1pp |
| Annual return | 17.66% | 19.75%-2.1pp | 21.16%-3.5pp | 160.62%-143.0pp |
| Employer contribution / active EE | $676 | $2,264-70.1% | $3,048-77.8% | $2,670-74.7% |
| Participant deferral / active EE | $1,657 | $3,752-55.8% | $4,738-65.0% | $4,125-59.8% |
| Admin fee / account holder | $302 | $6,840-95.6% | $8,948-96.6% | $5,651-94.7% |