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 | $42,334 | $74,888-43.5% | $71,209-40.5% | $142,382-70.3% |
| Participation rate | 60.9% | 76.2%-15.4pp | 73.8%-12.9pp | 80.1%-19.3pp |
| Annual return | 15.98% | 345.14%-329.2pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $681 | $2,854-76.1% | $2,721-75.0% | $4,299-84.1% |
| Participant deferral / active EE | $1,511 | $4,454-66.1% | $4,175-63.8% | $6,507-76.8% |
| Admin fee / account holder | $354 | $5,568-93.7% | $5,349-93.4% | $12,624-97.2% |