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 | $67,532 | $74,888-9.8% | $71,209-5.2% | $142,382-52.6% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.1%-50.1pp |
| Annual return | 17.08% | 345.14%-328.1pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,247 | $2,854-56.3% | $2,721-54.2% | $4,299-71.0% |
| Participant deferral / active EE | $1,679 | $4,454-62.3% | $4,175-59.8% | $6,507-74.2% |
| Admin fee / account holder | $2,114 | $5,568-62.0% | $5,349-60.5% | $12,624-83.3% |