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 | $29,767 | $48,076-38.1% | $78,689-62.2% | $62,891-52.7% |
| Participation rate | 63.6% | 65.2%-1.6pp | 73.6%-9.9pp | 69.3%-5.7pp |
| Annual return | 8.20% | 31.35%-23.2pp | 62.18%-54.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $228 | $2,015-88.7% | $2,851-92.0% | $2,281-90.0% |
| Participant deferral / active EE | $1,481 | $2,588-42.8% | $3,517-57.9% | $3,203-53.8% |
| Admin fee / account holder | $1,024 | $3,207-68.1% | $4,510-77.3% | $4,296-76.2% |