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 | $33,440 | $48,230-30.7% | $67,502-50.5% | $80,856-58.6% |
| Participation rate | 36.0% | 66.4%-30.4pp | 72.9%-36.9pp | 67.6%-31.7pp |
| Annual return | 18.66% | 18.28%+0.4pp | 3512.12%-3493.5pp | 35.59%-16.9pp |
| Employer contribution / active EE | $592 | $2,020-70.7% | $2,731-78.3% | $2,755-78.5% |
| Participant deferral / active EE | $1,016 | $2,924-65.2% | $4,000-74.6% | $4,296-76.3% |
| Admin fee / account holder | $321 | $3,681-91.3% | $3,998-92.0% | $6,918-95.4% |