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 | $70,345 | $94,625-25.7% | $116,228-39.5% | $84,808-17.1% |
| Participation rate | 61.0% | 70.4%-9.4pp | 74.6%-13.5pp | 68.3%-7.3pp |
| Annual return | 13.47% | 20.40%-6.9pp | 90.06%-76.6pp | 40.90%-27.4pp |
| Employer contribution / active EE | $930 | $2,347-60.4% | $2,994-68.9% | $2,631-64.6% |
| Participant deferral / active EE | $2,731 | $3,972-31.2% | $4,953-44.9% | $4,212-35.1% |
| Admin fee / account holder | $6,727 | $10,091-33.3% | $11,989-43.9% | $7,344-8.4% |