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 | $62,772 | $101,069-37.9% | $81,478-23.0% | $147,584-57.5% |
| Participation rate | 20.0% | 74.5%-54.5pp | 68.0%-48.0pp | 82.8%-62.8pp |
| Annual return | 17.31% | 32.40%-15.1pp | 38.78%-21.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $366 | $3,205-88.6% | $2,568-85.7% | $4,876-92.5% |
| Participant deferral / active EE | $656 | $4,242-84.5% | $3,537-81.4% | $5,439-87.9% |
| Admin fee / account holder | $469 | $5,812-91.9% | $4,561-89.7% | $10,885-95.7% |