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 | $41,726 | $46,869-11.0% | $122,332-65.9% | $70,131-40.5% |
| Participation rate | 51.9% | 58.2%-6.3pp | 71.6%-19.8pp | 69.5%-17.7pp |
| Annual return | 19.99% | 24.22%-4.2pp | 30.27%-10.3pp | 73.14%-53.1pp |
| Employer contribution / active EE | $339 | $1,288-73.7% | $4,050-91.6% | $2,342-85.5% |
| Participant deferral / active EE | $874 | $2,166-59.7% | $3,287-73.4% | $3,332-73.8% |
| Admin fee / account holder | $602 | $3,322-81.9% | $5,478-89.0% | $4,645-87.0% |