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 | $49,917 | $87,733-43.1% | $106,548-53.2% | $85,850-41.9% |
| Participation rate | 62.2% | 71.9%-9.8pp | 76.1%-14.0pp | 69.3%-7.2pp |
| Annual return | 20.12% | 21.86%-1.7pp | 26.80%-6.7pp | 318.53%-298.4pp |
| Employer contribution / active EE | $707 | $2,073-65.9% | $2,819-74.9% | $2,565-72.5% |
| Participant deferral / active EE | $1,624 | $3,469-53.2% | $4,398-63.1% | $3,952-58.9% |
| Admin fee / account holder | $7,622 | $6,767+12.6% | $7,407+2.9% | $6,260+21.8% |