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 | $31,273 | $154,117-79.7% | $129,995-75.9% | $139,434-77.6% |
| Participation rate | 52.9% | 82.0%-29.0pp | 78.5%-25.5pp | 80.3%-27.4pp |
| Annual return | 20.97% | 32.48%-11.5pp | -137.18%+158.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,533 | $5,289-71.0% | $4,320-64.5% | $4,751-67.7% |
| Participant deferral / active EE | $2,561 | $6,710-61.8% | $5,820-56.0% | $6,710-61.8% |
| Admin fee / account holder | $5,540 | $14,007-60.4% | $10,614-47.8% | $11,403-51.4% |