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 | $47,745 | $85,006-43.8% | $76,190-37.3% | $145,922-67.3% |
| Participation rate | 50.0% | 82.9%-32.9pp | 79.3%-29.3pp | 80.3%-30.3pp |
| Annual return | 16.68% | 13.11%+3.6pp | 13.78%+2.9pp | 561.29%-544.6pp |
| Employer contribution / active EE | $0 | $5,265-100.0% | $4,578-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,987 | $6,392-68.9% | $5,474-63.7% | $6,688-70.3% |
| Admin fee / account holder | $596 | $5,760-89.6% | $5,123-88.4% | $13,397-95.5% |