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 | $38,853 | $86,944-55.3% | $107,525-63.9% | $74,304-47.7% |
| Participation rate | 33.2% | 59.6%-26.4pp | 75.1%-41.9pp | 60.3%-27.2pp |
| Annual return | 16.52% | 23.52%-7.0pp | 181.32%-164.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,305 | $2,757-52.7% | $3,754-65.2% | $2,241-41.8% |
| Participant deferral / active EE | $2,197 | $3,554-38.2% | $5,116-57.1% | $3,767-41.7% |
| Admin fee / account holder | $1,277 | $3,727-65.7% | $8,919-85.7% | $2,969-57.0% |