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 | $30,951 | $84,233-63.3% | $170,442-81.8% | $70,131-55.9% |
| Participation rate | 51.3% | 70.8%-19.5pp | 83.6%-32.3pp | 69.5%-18.3pp |
| Annual return | 19.50% | 23.06%-3.6pp | 205.93%-186.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $634 | $3,387-81.3% | $5,433-88.3% | $2,342-72.9% |
| Participant deferral / active EE | $1,977 | $3,086-35.9% | $4,939-60.0% | $3,332-40.7% |
| Admin fee / account holder | $2,887 | $5,698-49.3% | $13,880-79.2% | $4,645-37.9% |