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 | $27,994 | $65,703-57.4% | $94,224-70.3% | $59,632-53.1% |
| Participation rate | 54.2% | 72.1%-18.0pp | 78.8%-24.6pp | 68.7%-14.5pp |
| Annual return | 9.82% | 5.22%+4.6pp | 10.68%-0.9pp | 2041.28%-2031.5pp |
| Employer contribution / active EE | $900 | $2,021-55.5% | $3,587-74.9% | $2,203-59.2% |
| Participant deferral / active EE | $2,400 | $3,143-23.6% | $4,320-44.5% | $3,192-24.8% |
| Admin fee / account holder | $1,845 | $4,264-56.7% | $6,269-70.6% | $4,297-57.1% |