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 | $20,085 | $85,202-76.4% | $172,739-88.4% | $72,985-72.5% |
| Participation rate | 68.4% | 70.1%-1.6pp | 82.6%-14.2pp | 69.5%-1.1pp |
| Annual return | 22.46% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,354 | $3,324-59.3% | $5,143-73.7% | $2,440-44.5% |
| Participant deferral / active EE | $2,348 | $3,260-28.0% | $5,198-54.8% | $3,607-34.9% |
| Admin fee / account holder | $1,543 | $5,884-73.8% | $13,954-88.9% | $5,124-69.9% |