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 | $23,839 | $91,190-73.9% | $178,490-86.6% | $79,858-70.1% |
| Participation rate | 61.1% | 69.2%-8.1pp | 81.9%-20.8pp | 69.6%-8.5pp |
| Annual return | 23.56% | 24.19%-0.6pp | 151.07%-127.5pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,413 | $3,256-25.9% | $5,011-51.8% | $2,471-2.3% |
| Participant deferral / active EE | $4,247 | $3,236+31.2% | $5,202-18.4% | $3,740+13.6% |
| Admin fee / account holder | $651 | $6,751-90.4% | $13,984-95.3% | $5,306-87.7% |