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 | $52,832 | $95,416-44.6% | $185,823-71.6% | $85,850-38.5% |
| Participation rate | 48.0% | 68.8%-20.8pp | 81.7%-33.7pp | 69.3%-21.3pp |
| Annual return | 12.80% | 23.59%-10.8pp | 122.05%-109.2pp | 318.53%-305.7pp |
| Employer contribution / active EE | $646 | $3,314-80.5% | $5,167-87.5% | $2,565-74.8% |
| Participant deferral / active EE | $1,975 | $3,423-42.3% | $5,568-64.5% | $3,952-50.0% |
| Admin fee / account holder | $12,735 | $7,213+76.6% | $16,237-21.6% | $6,260+103.4% |