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 | $25,233 | $64,480-60.9% | $81,382-69.0% | $80,856-68.8% |
| Participation rate | 39.3% | 63.9%-24.5pp | 69.5%-30.2pp | 67.6%-28.3pp |
| Annual return | 11.55% | 16.34%-4.8pp | 24.73%-13.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $691 | $1,978-65.1% | $2,463-71.9% | $2,755-74.9% |
| Participant deferral / active EE | $1,300 | $3,094-58.0% | $3,883-66.5% | $4,296-69.7% |
| Admin fee / account holder | $1,086 | $5,671-80.8% | $5,768-81.2% | $6,918-84.3% |