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 | $22,450 | $73,981-69.7% | $105,722-78.8% | $62,891-64.3% |
| Participation rate | 67.6% | 71.7%-4.1pp | 78.9%-11.3pp | 69.3%-1.7pp |
| Annual return | 5.18% | 17.60%-12.4pp | 12.25%-7.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,436 | $2,856-49.7% | $4,079-64.8% | $2,281-37.0% |
| Participant deferral / active EE | $2,948 | $4,038-27.0% | $5,326-44.6% | $3,203-8.0% |
| Admin fee / account holder | $3,224 | $5,976-46.1% | $8,308-61.2% | $4,296-25.0% |