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 | $20,481 | $77,314-73.5% | $177,989-88.5% | $80,856-74.7% |
| Participation rate | 69.6% | 65.7%+3.9pp | 77.1%-7.5pp | 67.6%+1.9pp |
| Annual return | 13.32% | 18.09%-4.8pp | 294.48%-281.2pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,354 | $2,292-40.9% | $3,949-65.7% | $2,755-50.8% |
| Participant deferral / active EE | $3,271 | $4,411-25.8% | $6,276-47.9% | $4,296-23.9% |
| Admin fee / account holder | $1,260 | $7,191-82.5% | $10,363-87.8% | $6,918-81.8% |