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 | $30,309 | $84,233-64.0% | $170,442-82.2% | $70,131-56.8% |
| Participation rate | 59.7% | 70.8%-11.1pp | 83.6%-23.9pp | 69.5%-9.8pp |
| Annual return | 14.97% | 23.06%-8.1pp | 205.93%-191.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $760 | $3,387-77.6% | $5,433-86.0% | $2,342-67.6% |
| Participant deferral / active EE | $1,608 | $3,086-47.9% | $4,939-67.4% | $3,332-51.7% |
| Admin fee / account holder | $7,113 | $5,698+24.8% | $13,880-48.8% | $4,645+53.1% |