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 | $43,203 | $58,828-26.6% | $77,999-44.6% | $62,891-31.3% |
| Participation rate | 36.8% | 71.1%-34.3pp | 75.5%-38.8pp | 69.3%-32.5pp |
| Annual return | 14.13% | 17.16%-3.0pp | 425.96%-411.8pp | 20.14%-6.0pp |
| Employer contribution / active EE | $720 | $1,672-56.9% | $2,470-70.8% | $2,281-68.4% |
| Participant deferral / active EE | $1,459 | $2,686-45.7% | $3,497-58.3% | $3,203-54.4% |
| Admin fee / account holder | $701 | $4,393-84.0% | $5,480-87.2% | $4,296-83.7% |