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 | $41,166 | $61,605-33.2% | $112,229-63.3% | $75,163-45.2% |
| Participation rate | 59.3% | 61.7%-2.4pp | 72.4%-13.2pp | 67.2%-7.9pp |
| Annual return | 34.40% | 28.47%+5.9pp | 30.20%+4.2pp | 160.62%-126.2pp |
| Employer contribution / active EE | $725 | $2,015-64.0% | $3,430-78.9% | $2,670-72.9% |
| Participant deferral / active EE | $1,706 | $3,108-45.1% | $4,798-64.4% | $4,125-58.6% |
| Admin fee / account holder | $376 | $4,862-92.3% | $7,748-95.1% | $5,651-93.3% |