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 | $62,301 | $80,968-23.1% | $96,544-35.5% | $75,163-17.1% |
| Participation rate | 43.3% | 71.8%-28.5pp | 76.0%-32.7pp | 67.2%-23.9pp |
| Annual return | 13.24% | 27.06%-13.8pp | 25.84%-12.6pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,804 | $2,282-20.9% | $2,965-39.1% | $2,670-32.4% |
| Participant deferral / active EE | $3,952 | $3,928+0.6% | $4,851-18.5% | $4,125-4.2% |
| Admin fee / account holder | $665 | $6,724-90.1% | $8,252-91.9% | $5,651-88.2% |