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 | $35,592 | $84,233-57.7% | $170,442-79.1% | $70,131-49.2% |
| Participation rate | 56.9% | 70.8%-13.9pp | 83.6%-26.7pp | 69.5%-12.6pp |
| Annual return | 31.63% | 23.06%+8.6pp | 205.93%-174.3pp | 73.14%-41.5pp |
| Employer contribution / active EE | $1,132 | $3,387-66.6% | $5,433-79.2% | $2,342-51.7% |
| Participant deferral / active EE | $1,716 | $3,086-44.4% | $4,939-65.3% | $3,332-48.5% |
| Admin fee / account holder | $1,528 | $5,698-73.2% | $13,880-89.0% | $4,645-67.1% |