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 | $50,986 | $56,897-10.4% | $84,750-39.8% | $62,891-18.9% |
| Participation rate | 58.2% | 68.5%-10.4pp | 76.6%-18.4pp | 69.3%-11.1pp |
| Annual return | 7.85% | 6.30%+1.5pp | 22.78%-14.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $516 | $2,400-78.5% | $3,574-85.6% | $2,281-77.4% |
| Participant deferral / active EE | $3,470 | $2,709+28.1% | $3,712-6.5% | $3,203+8.4% |
| Admin fee / account holder | $3,656 | $3,581+2.1% | $5,332-31.4% | $4,296-14.9% |