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 | $17,930 | $84,233-78.7% | $170,442-89.5% | $70,131-74.4% |
| Participation rate | 65.5% | 70.8%-5.4pp | 83.6%-18.1pp | 69.5%-4.1pp |
| Annual return | 21.66% | 23.06%-1.4pp | 205.93%-184.3pp | 73.14%-51.5pp |
| Employer contribution / active EE | $903 | $3,387-73.3% | $5,433-83.4% | $2,342-61.4% |
| Participant deferral / active EE | $2,558 | $3,086-17.1% | $4,939-48.2% | $3,332-23.2% |
| Admin fee / account holder | $1,799 | $5,698-68.4% | $13,880-87.0% | $4,645-61.3% |