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 | $35,789 | $58,828-39.2% | $77,999-54.1% | $62,891-43.1% |
| Participation rate | 63.2% | 71.1%-7.9pp | 75.5%-12.4pp | 69.3%-6.1pp |
| Annual return | 6.77% | 17.16%-10.4pp | 425.96%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $350 | $1,672-79.1% | $2,470-85.8% | $2,281-84.7% |
| Participant deferral / active EE | $1,269 | $2,686-52.7% | $3,497-63.7% | $3,203-60.4% |
| Admin fee / account holder | $2,243 | $4,393-48.9% | $5,480-59.1% | $4,296-47.8% |