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 | $57,469 | $71,050-19.1% | $93,606-38.6% | $80,856-28.9% |
| Participation rate | 48.5% | 60.4%-11.9pp | 68.7%-20.2pp | 67.6%-19.1pp |
| Annual return | 22.81% | 11.26%+11.5pp | 133.20%-110.4pp | 35.59%-12.8pp |
| Employer contribution / active EE | $1,182 | $1,564-24.4% | $2,420-51.2% | $2,755-57.1% |
| Participant deferral / active EE | $2,667 | $4,034-33.9% | $4,411-39.5% | $4,296-37.9% |
| Admin fee / account holder | $11,010 | $6,945+58.5% | $8,285+32.9% | $6,918+59.1% |