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 | $29,616 | $83,477-64.5% | $125,175-76.3% | $72,985-59.4% |
| Participation rate | 52.9% | 73.3%-20.4pp | 79.8%-26.8pp | 69.5%-16.5pp |
| Annual return | 24.63% | 25.78%-1.2pp | 43.79%-19.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,057 | $2,345-54.9% | $3,865-72.6% | $2,440-56.7% |
| Participant deferral / active EE | $3,513 | $3,585-2.0% | $4,937-28.8% | $3,607-2.6% |
| Admin fee / account holder | $11,196 | $5,517+102.9% | $9,702+15.4% | $5,124+118.5% |