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 | $43,827 | $64,705-32.3% | $62,929-30.4% | $67,986-35.5% |
| Participation rate | 49.0% | 65.6%-16.6pp | 73.1%-24.1pp | 57.2%-8.2pp |
| Annual return | 12.85% | 20.31%-7.5pp | 1063.93%-1051.1pp | 31.67%-18.8pp |
| Employer contribution / active EE | $1,296 | $2,376-45.4% | $2,505-48.2% | $2,019-35.8% |
| Participant deferral / active EE | $2,555 | $3,198-20.1% | $3,888-34.3% | $3,358-23.9% |
| Admin fee / account holder | $4,693 | $1,428+228.6% | $5,065-7.3% | $3,203+46.5% |