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 | $22,329 | $84,233-73.5% | $170,442-86.9% | $70,131-68.2% |
| Participation rate | 41.9% | 70.8%-29.0pp | 83.6%-41.7pp | 69.5%-27.7pp |
| Annual return | 15.01% | 23.06%-8.1pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,157 | $3,387-65.8% | $5,433-78.7% | $2,342-50.6% |
| Participant deferral / active EE | $1,277 | $3,086-58.6% | $4,939-74.1% | $3,332-61.7% |
| Admin fee / account holder | $3,059 | $5,698-46.3% | $13,880-78.0% | $4,645-34.2% |