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 | $33,646 | $69,977-51.9% | $108,579-69.0% | $62,891-46.5% |
| Participation rate | 48.4% | 72.9%-24.5pp | 79.6%-31.2pp | 69.3%-20.9pp |
| Annual return | 6.96% | 10.73%-3.8pp | -51.70%+58.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,289 | $2,135-39.6% | $3,758-65.7% | $2,281-43.5% |
| Participant deferral / active EE | $2,182 | $3,165-31.1% | $4,311-49.4% | $3,203-31.9% |
| Admin fee / account holder | $2,207 | $5,076-56.5% | $7,645-71.1% | $4,296-48.6% |