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 | $46,904 | $142,405-67.1% | $115,157-59.3% | $152,861-69.3% |
| Participation rate | 45.5% | 82.4%-36.9pp | 75.9%-30.4pp | 82.4%-37.0pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $957 | $4,010-76.1% | $3,179-69.9% | $4,762-79.9% |
| Participant deferral / active EE | $1,568 | $5,164-69.6% | $4,168-62.4% | $5,850-73.2% |
| Admin fee / account holder | $1,385 | $8,462-83.6% | $7,088-80.5% | $11,596-88.1% |