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 | $90,835 | $109,413-17.0% | $156,263-41.9% | $84,808+7.1% |
| Participation rate | 41.5% | 72.7%-31.2pp | 78.9%-37.4pp | 68.3%-26.8pp |
| Annual return | 14.07% | 20.18%-6.1pp | 59.47%-45.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $830 | $2,907-71.4% | $4,333-80.8% | $2,631-68.4% |
| Participant deferral / active EE | $3,321 | $4,590-27.6% | $6,158-46.1% | $4,212-21.1% |
| Admin fee / account holder | $18,800 | $9,357+100.9% | $14,255+31.9% | $7,344+156.0% |