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 | $44,499 | $70,475-36.9% | $100,516-55.7% | $79,858-44.3% |
| Participation rate | 59.2% | 73.7%-14.5pp | 79.4%-20.2pp | 69.6%-10.5pp |
| Annual return | 15.28% | 21.90%-6.6pp | 30.89%-15.6pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,141 | $2,165-47.3% | $3,418-66.6% | $2,471-53.8% |
| Participant deferral / active EE | $3,221 | $5,181-37.8% | $6,270-48.6% | $3,740-13.9% |
| Admin fee / account holder | $1,659 | $4,478-63.0% | $8,081-79.5% | $5,306-68.7% |