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 | $56,230 | $65,041-13.5% | $90,951-38.2% | $79,858-29.6% |
| Participation rate | 51.4% | 61.6%-10.2pp | 69.0%-17.6pp | 69.6%-18.2pp |
| Annual return | 14.52% | 30.45%-15.9pp | 134.60%-120.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $569 | $1,247-54.4% | $2,122-73.2% | $2,471-77.0% |
| Participant deferral / active EE | $1,386 | $2,512-44.8% | $3,373-58.9% | $3,740-62.9% |
| Admin fee / account holder | $635 | $4,536-86.0% | $5,959-89.3% | $5,306-88.0% |