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 | $49,468 | $91,190-45.8% | $178,490-72.3% | $79,858-38.1% |
| Participation rate | 48.8% | 69.2%-20.4pp | 81.9%-33.1pp | 69.6%-20.8pp |
| Annual return | 20.37% | 24.19%-3.8pp | 151.07%-130.7pp | 31.71%-11.3pp |
| Employer contribution / active EE | $748 | $3,256-77.0% | $5,011-85.1% | $2,471-69.7% |
| Participant deferral / active EE | $1,557 | $3,236-51.9% | $5,202-70.1% | $3,740-58.4% |
| Admin fee / account holder | $2,949 | $6,751-56.3% | $13,984-78.9% | $5,306-44.4% |