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 | $38,758 | $117,381-67.0% | $99,443-61.0% | $152,861-74.6% |
| Participation rate | 55.6% | 77.5%-22.0pp | 73.8%-18.3pp | 82.4%-26.9pp |
| Annual return | 21.39% | 31.87%-10.5pp | 30.72%-9.3pp | 345.32%-323.9pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $751 | $4,086-81.6% | $3,619-79.2% | $5,850-87.2% |
| Admin fee / account holder | $762 | $7,631-90.0% | $6,250-87.8% | $11,596-93.4% |