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 | $29,956 | $72,277-58.6% | $101,248-70.4% | $79,858-62.5% |
| Participation rate | 67.6% | 68.5%-0.9pp | 75.8%-8.2pp | 69.6%-2.1pp |
| Annual return | 19.06% | 22.30%-3.2pp | 46.47%-27.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,841 | $2,692-31.6% | $3,660-49.7% | $2,471-25.5% |
| Participant deferral / active EE | $4,906 | $3,282+49.5% | $4,370+12.3% | $3,740+31.2% |
| Admin fee / account holder | $5,112 | $4,400+16.2% | $5,945-14.0% | $5,306-3.7% |