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 | $50,910 | $84,233-39.6% | $170,442-70.1% | $70,131-27.4% |
| Participation rate | 44.1% | 70.8%-26.7pp | 83.6%-39.5pp | 69.5%-25.4pp |
| Annual return | 16.25% | 23.06%-6.8pp | 205.93%-189.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,100 | $3,387-38.0% | $5,433-61.4% | $2,342-10.4% |
| Participant deferral / active EE | $3,312 | $3,086+7.3% | $4,939-32.9% | $3,332-0.6% |
| Admin fee / account holder | $5,565 | $5,698-2.3% | $13,880-59.9% | $4,645+19.8% |