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 | $41,147 | $65,365-37.1% | $92,893-55.7% | $72,985-43.6% |
| Participation rate | 45.9% | 68.3%-22.4pp | 76.0%-30.1pp | 69.5%-23.5pp |
| Annual return | 22.47% | 42.10%-19.6pp | 109.41%-86.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,285 | $2,594-50.4% | $3,653-64.8% | $2,440-47.3% |
| Participant deferral / active EE | $1,856 | $3,128-40.7% | $4,236-56.2% | $3,607-48.6% |
| Admin fee / account holder | $1,042 | $4,251-75.5% | $5,794-82.0% | $5,124-79.7% |