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 | $25,772 | $58,264-55.8% | $86,612-70.2% | $71,457-63.9% |
| Participation rate | 34.8% | 65.0%-30.2pp | 71.7%-36.9pp | 67.9%-33.1pp |
| Annual return | 18.76% | 21.63%-2.9pp | 591.07%-572.3pp | 28.85%-10.1pp |
| Employer contribution / active EE | $731 | $2,574-71.6% | $3,022-75.8% | $2,588-71.8% |
| Participant deferral / active EE | $1,598 | $3,436-53.5% | $4,438-64.0% | $4,289-62.7% |
| Admin fee / account holder | $1,490 | $1,057+40.9% | $5,614-73.5% | $1,587-6.2% |