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 | $32,453 | $112,729-71.2% | $98,716-67.1% | $137,256-76.4% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.3%-7.8pp | 80.0%-18.4pp |
| Annual return | 11.10% | 38.48%-27.4pp | 31.81%-20.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,138 | $2,725-58.3% | $2,279-50.1% | $4,156-72.6% |
| Participant deferral / active EE | $1,720 | $4,640-62.9% | $4,048-57.5% | $6,407-73.2% |
| Admin fee / account holder | $1,449 | $10,129-85.7% | $8,703-83.3% | $12,270-88.2% |