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 | $17,107 | $53,127-67.8% | $86,590-80.2% | $70,131-75.6% |
| Participation rate | 63.6% | 65.3%-1.7pp | 73.5%-9.9pp | 69.5%-5.9pp |
| Annual return | 15.23% | 27.66%-12.4pp | 964.84%-949.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $670 | $2,068-67.6% | $2,839-76.4% | $2,342-71.4% |
| Participant deferral / active EE | $1,413 | $2,696-47.6% | $3,609-60.8% | $3,332-57.6% |
| Admin fee / account holder | $1,794 | $3,585-50.0% | $4,906-63.4% | $4,645-61.4% |