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 | $55,178 | $91,552-39.7% | $133,956-58.8% | $79,858-30.9% |
| Participation rate | 32.5% | 73.3%-40.9pp | 79.8%-47.4pp | 69.6%-37.2pp |
| Annual return | 26.44% | 61.85%-35.4pp | 45.09%-18.7pp | 31.71%-5.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,210 | $3,733-14.0% | $5,048-36.4% | $3,740-14.2% |
| Admin fee / account holder | $6,022 | $6,321-4.7% | $8,927-32.5% | $5,306+13.5% |