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 | $57,372 | $63,346-9.4% | $92,233-37.8% | $70,131-18.2% |
| Participation rate | 42.9% | 68.7%-25.8pp | 76.5%-33.6pp | 69.5%-26.7pp |
| Annual return | 13.64% | 530.12%-516.5pp | 176.28%-162.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $522 | $2,471-78.9% | $3,679-85.8% | $2,342-77.7% |
| Participant deferral / active EE | $1,224 | $2,854-57.1% | $3,897-68.6% | $3,332-63.3% |
| Admin fee / account holder | $1,263 | $3,840-67.1% | $5,194-75.7% | $4,645-72.8% |