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 | $42,208 | $85,202-50.5% | $172,739-75.6% | $72,985-42.2% |
| Participation rate | 67.6% | 70.1%-2.5pp | 82.6%-15.1pp | 69.5%-1.9pp |
| Annual return | 21.55% | 27.32%-5.8pp | 802.84%-781.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,419 | $3,324-57.3% | $5,143-72.4% | $2,440-41.8% |
| Participant deferral / active EE | $3,500 | $3,260+7.4% | $5,198-32.7% | $3,607-3.0% |
| Admin fee / account holder | $3,175 | $5,884-46.0% | $13,954-77.2% | $5,124-38.0% |