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 | $39,612 | $63,861-38.0% | $104,607-62.1% | $79,858-50.4% |
| Participation rate | 50.0% | 64.9%-14.9pp | 74.1%-24.1pp | 69.6%-19.6pp |
| Annual return | 11.01% | 21.30%-10.3pp | 340.46%-329.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $603 | $1,588-62.1% | $2,681-77.5% | $2,471-75.6% |
| Participant deferral / active EE | $1,622 | $2,693-39.8% | $3,740-56.6% | $3,740-56.6% |
| Admin fee / account holder | $568 | $4,185-86.4% | $6,473-91.2% | $5,306-89.3% |