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 | $18,937 | $81,248-76.7% | $155,509-87.8% | $80,856-76.6% |
| Participation rate | 42.5% | 66.2%-23.7pp | 78.2%-35.7pp | 67.6%-25.1pp |
| Annual return | 11.94% | 33.31%-21.4pp | 64.67%-52.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $663 | $3,100-78.6% | $4,672-85.8% | $2,755-75.9% |
| Participant deferral / active EE | $1,183 | $3,452-65.7% | $5,626-79.0% | $4,296-72.5% |
| Admin fee / account holder | $1,371 | $7,997-82.9% | $15,912-91.4% | $6,918-80.2% |