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 | $19,923 | $102,547-80.6% | $78,210-74.5% | $147,584-86.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 19.89% | 51.08%-31.2pp | 40.90%-21.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $879 | $2,617-66.4% | $2,034-56.8% | $4,876-82.0% |
| Participant deferral / active EE | $891 | $3,481-74.4% | $2,823-68.4% | $5,439-83.6% |
| Admin fee / account holder | $2,002 | $5,059-60.4% | $3,758-46.7% | $10,885-81.6% |