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 | $31,674 | $115,770-72.6% | $101,248-68.7% | $158,922-80.1% |
| Participation rate | 54.2% | 79.4%-25.2pp | 75.8%-21.6pp | 82.0%-27.8pp |
| Annual return | 11.24% | 56.14%-44.9pp | 46.47%-35.2pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,203 | $4,175-71.2% | $3,660-67.1% | $4,761-74.7% |
| Participant deferral / active EE | $2,034 | $4,957-59.0% | $4,370-53.5% | $5,982-66.0% |
| Admin fee / account holder | $3,179 | $7,245-56.1% | $5,945-46.5% | $11,246-71.7% |