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 | $68,693 | $85,202-19.4% | $172,739-60.2% | $72,985-5.9% |
| Participation rate | 65.8% | 70.1%-4.3pp | 82.6%-16.9pp | 69.5%-3.7pp |
| Annual return | 20.49% | 27.32%-6.8pp | 802.84%-782.4pp | 81.00%-60.5pp |
| Employer contribution / active EE | $900 | $3,324-72.9% | $5,143-82.5% | $2,440-63.1% |
| Participant deferral / active EE | $2,673 | $3,260-18.0% | $5,198-48.6% | $3,607-25.9% |
| Admin fee / account holder | $1,578 | $5,884-73.2% | $13,954-88.7% | $5,124-69.2% |