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 | $67,933 | $232,540-70.8% | $185,117-63.3% | $147,584-54.0% |
| Participation rate | 47.6% | 82.4%-34.7pp | 77.3%-29.6pp | 82.8%-35.2pp |
| Annual return | 17.87% | 43.03%-25.2pp | 40.50%-22.6pp | 578.55%-560.7pp |
| Employer contribution / active EE | $704 | $5,195-86.5% | $4,182-83.2% | $4,876-85.6% |
| Participant deferral / active EE | $1,963 | $5,834-66.4% | $5,045-61.1% | $5,439-63.9% |
| Admin fee / account holder | $3,296 | $10,275-67.9% | $8,159-59.6% | $10,885-69.7% |