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 | $21,975 | $47,944-54.2% | $67,834-67.6% | $62,891-65.1% |
| Participation rate | 44.8% | 61.1%-16.2pp | 68.8%-24.0pp | 69.3%-24.5pp |
| Annual return | 8.12% | 11.77%-3.6pp | 138.47%-130.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,127 | $1,562-27.8% | $2,403-53.1% | $2,281-50.6% |
| Participant deferral / active EE | $1,807 | $2,247-19.6% | $3,160-42.8% | $3,203-43.6% |
| Admin fee / account holder | $2,943 | $3,712-20.7% | $4,622-36.3% | $4,296-31.5% |