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 | $33,913 | $73,787-54.0% | $98,716-65.6% | $82,448-58.9% |
| Participation rate | 52.9% | 61.4%-8.5pp | 69.3%-16.4pp | 68.1%-15.1pp |
| Annual return | 14.93% | 18.57%-3.6pp | 31.81%-16.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $848 | $1,511-43.9% | $2,279-62.8% | $2,551-66.7% |
| Participant deferral / active EE | $2,848 | $3,081-7.6% | $4,048-29.6% | $4,139-31.2% |
| Admin fee / account holder | $1,252 | $6,500-80.7% | $8,703-85.6% | $7,234-82.7% |