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 | $30,595 | $84,233-63.7% | $170,442-82.0% | $70,131-56.4% |
| Participation rate | 38.6% | 70.8%-32.2pp | 83.6%-45.0pp | 69.5%-30.9pp |
| Annual return | 26.85% | 23.06%+3.8pp | 205.93%-179.1pp | 73.14%-46.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,477 | $3,086-19.7% | $4,939-49.8% | $3,332-25.6% |
| Admin fee / account holder | $862 | $5,698-84.9% | $13,880-93.8% | $4,645-81.4% |