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 | $46,848 | $58,208-19.5% | $81,812-42.7% | $80,856-42.1% |
| Participation rate | 58.2% | 63.4%-5.2pp | 72.3%-14.2pp | 67.6%-9.5pp |
| Annual return | 17.17% | 41.66%-24.5pp | 773.79%-756.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $552 | $2,340-76.4% | $2,912-81.0% | $2,755-80.0% |
| Participant deferral / active EE | $2,126 | $3,281-35.2% | $4,319-50.8% | $4,296-50.5% |
| Admin fee / account holder | $3,033 | $4,981-39.1% | $7,386-58.9% | $6,918-56.2% |