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 | $29,587 | $84,233-64.9% | $170,442-82.6% | $70,131-57.8% |
| Participation rate | 13.9% | 70.8%-56.9pp | 83.6%-69.7pp | 69.5%-55.7pp |
| Annual return | 25.22% | 23.06%+2.2pp | 205.93%-180.7pp | 73.14%-47.9pp |
| Employer contribution / active EE | $661 | $3,387-80.5% | $5,433-87.8% | $2,342-71.8% |
| Participant deferral / active EE | $1,600 | $3,086-48.2% | $4,939-67.6% | $3,332-52.0% |
| Admin fee / account holder | $723 | $5,698-87.3% | $13,880-94.8% | $4,645-84.4% |