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 | $19,650 | $84,233-76.7% | $170,442-88.5% | $70,131-72.0% |
| Participation rate | 64.3% | 70.8%-6.5pp | 83.6%-19.3pp | 69.5%-5.3pp |
| Annual return | 15.27% | 23.06%-7.8pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $633 | $3,387-81.3% | $5,433-88.3% | $2,342-73.0% |
| Participant deferral / active EE | $1,192 | $3,086-61.4% | $4,939-75.9% | $3,332-64.2% |
| Admin fee / account holder | $3,430 | $5,698-39.8% | $13,880-75.3% | $4,645-26.2% |