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 | $40,067 | $104,251-61.6% | $91,001-56.0% | $147,584-72.9% |
| Participation rate | 61.9% | 78.2%-16.3pp | 75.6%-13.7pp | 82.8%-20.9pp |
| Annual return | 18.26% | 27.06%-8.8pp | 4.60%+13.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $857 | $3,116-72.5% | $2,456-65.1% | $4,876-82.4% |
| Participant deferral / active EE | $2,136 | $4,195-49.1% | $3,547-39.8% | $5,439-60.7% |
| Admin fee / account holder | $837 | $8,948-90.7% | $5,417-84.6% | $10,885-92.3% |