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 | $30,707 | $107,334-71.4% | $92,893-66.9% | $152,861-79.9% |
| Participation rate | 47.6% | 79.8%-32.2pp | 76.0%-28.4pp | 82.4%-34.8pp |
| Annual return | 26.34% | 145.58%-119.2pp | 109.41%-83.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,234 | $4,221-70.8% | $3,653-66.2% | $4,762-74.1% |
| Participant deferral / active EE | $2,908 | $4,845-40.0% | $4,236-31.4% | $5,850-50.3% |
| Admin fee / account holder | $1,219 | $7,079-82.8% | $5,794-79.0% | $11,596-89.5% |