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 | $33,030 | $77,813-57.6% | $123,544-73.3% | $64,186-48.5% |
| Participation rate | 43.8% | 74.7%-31.0pp | 82.3%-38.5pp | 69.6%-25.8pp |
| Annual return | 3.40% | 12.48%-9.1pp | 119.20%-115.8pp | 7.63%-4.2pp |
| Employer contribution / active EE | $707 | $3,014-76.5% | $4,628-84.7% | $2,381-70.3% |
| Participant deferral / active EE | $4,835 | $5,240-7.7% | $6,426-24.8% | $3,470+39.4% |
| Admin fee / account holder | $6,841 | $5,519+24.0% | $9,284-26.3% | $4,888+40.0% |