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 | $62,940 | $95,266-33.9% | $82,389-23.6% | $142,382-55.8% |
| Participation rate | 69.6% | 74.5%-4.9pp | 69.5%0pp | 80.1%-10.6pp |
| Annual return | 12.49% | 25.74%-13.2pp | 28.67%-16.2pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,499 | $2,991-49.9% | $2,517-40.5% | $4,299-65.1% |
| Participant deferral / active EE | $3,913 | $4,809-18.6% | $4,155-5.8% | $6,507-39.9% |
| Admin fee / account holder | $5,261 | $8,563-38.6% | $7,231-27.2% | $12,624-58.3% |