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 | $23,014 | $77,634-70.4% | $156,549-85.3% | $62,891-63.4% |
| Participation rate | 62.9% | 71.2%-8.3pp | 84.0%-21.1pp | 69.3%-6.4pp |
| Annual return | 8.29% | 50.32%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $911 | $3,444-73.5% | $5,501-83.4% | $2,281-60.0% |
| Participant deferral / active EE | $1,322 | $3,045-56.6% | $4,871-72.9% | $3,203-58.7% |
| Admin fee / account holder | $537 | $5,561-90.3% | $13,027-95.9% | $4,296-87.5% |