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 | $50,179 | $64,839-22.6% | $95,585-47.5% | $84,808-40.8% |
| Participation rate | 65.5% | 63.8%+1.7pp | 72.1%-6.6pp | 68.3%-2.8pp |
| Annual return | 16.06% | -670.96%+687.0pp | 38.56%-22.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $832 | $1,759-52.7% | $2,527-67.1% | $2,631-68.4% |
| Participant deferral / active EE | $1,735 | $2,965-41.5% | $4,023-56.9% | $4,212-58.8% |
| Admin fee / account holder | $2,155 | $5,964-63.9% | $6,127-64.8% | $7,344-70.7% |