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 | $18,947 | $84,233-77.5% | $170,442-88.9% | $70,131-73.0% |
| Participation rate | 41.9% | 70.8%-29.0pp | 83.6%-41.7pp | 69.5%-27.7pp |
| Annual return | 19.42% | 23.06%-3.6pp | 205.93%-186.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $801 | $3,387-76.3% | $5,433-85.2% | $2,342-65.8% |
| Participant deferral / active EE | $1,416 | $3,086-54.1% | $4,939-71.3% | $3,332-57.5% |
| Admin fee / account holder | $954 | $5,698-83.3% | $13,880-93.1% | $4,645-79.5% |