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 | $37,893 | $102,616-63.1% | $81,983-53.8% | $158,922-76.2% |
| Participation rate | 47.4% | 75.5%-28.2pp | 69.2%-21.9pp | 82.0%-34.6pp |
| Annual return | 12.07% | 61.04%-49.0pp | 41.31%-29.2pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,237 | $3,240-61.8% | $2,498-50.5% | $4,761-74.0% |
| Participant deferral / active EE | $2,023 | $4,648-56.5% | $3,722-45.6% | $5,982-66.2% |
| Admin fee / account holder | $2,157 | $8,235-73.8% | $5,664-61.9% | $11,246-80.8% |