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 | $38,357 | $54,762-30.0% | $90,281-57.5% | $72,985-47.4% |
| Participation rate | 39.3% | 65.1%-25.9pp | 73.3%-34.0pp | 69.5%-30.2pp |
| Annual return | 36.92% | 30.63%+6.3pp | 78.10%-41.2pp | 81.00%-44.1pp |
| Employer contribution / active EE | $973 | $2,092-53.5% | $2,854-65.9% | $2,440-60.1% |
| Participant deferral / active EE | $2,405 | $2,887-16.7% | $3,885-38.1% | $3,607-33.3% |
| Admin fee / account holder | $450 | $3,972-88.7% | $5,351-91.6% | $5,124-91.2% |