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 | $32,563 | $83,477-61.0% | $125,175-74.0% | $72,985-55.4% |
| Participation rate | 65.4% | 73.3%-7.9pp | 79.8%-14.4pp | 69.5%-4.1pp |
| Annual return | 19.00% | 25.78%-6.8pp | 43.79%-24.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $837 | $2,345-64.3% | $3,865-78.4% | $2,440-65.7% |
| Participant deferral / active EE | $2,749 | $3,585-23.3% | $4,937-44.3% | $3,607-23.8% |
| Admin fee / account holder | $606 | $5,517-89.0% | $9,702-93.7% | $5,124-88.2% |