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 | $19,752 | $52,279-62.2% | $89,391-77.9% | $79,858-75.3% |
| Participation rate | 32.5% | 57.5%-25.0pp | 68.0%-35.5pp | 69.6%-37.1pp |
| Annual return | 21.23% | 22.16%-0.9pp | 245.62%-224.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $612 | $1,572-61.0% | $2,586-76.3% | $2,471-75.2% |
| Participant deferral / active EE | $1,093 | $2,740-60.1% | $3,890-71.9% | $3,740-70.8% |
| Admin fee / account holder | $1,326 | $3,356-60.5% | $4,881-72.8% | $5,306-75.0% |