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 | $46,019 | $67,984-32.3% | $65,493-29.7% | $74,304-38.1% |
| Participation rate | 58.3% | 66.3%-8.0pp | 73.1%-14.8pp | 60.3%-2.1pp |
| Annual return | 12.80% | 19.87%-7.1pp | 982.45%-969.6pp | 29.43%-16.6pp |
| Employer contribution / active EE | $788 | $2,491-68.4% | $2,574-69.4% | $2,241-64.9% |
| Participant deferral / active EE | $1,361 | $3,346-59.3% | $3,961-65.6% | $3,767-63.9% |
| Admin fee / account holder | $910 | $1,373-33.7% | $5,028-81.9% | $2,969-69.4% |