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 7-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 | $31,842 | $89,753-64.5% | $107,525-70.4% | $84,808-62.5% |
| Participation rate | 60.7% | 68.1%-7.3pp | 75.1%-14.4pp | 68.3%-7.6pp |
| Annual return | 15.49% | 29.48%-14.0pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $993 | $3,113-68.1% | $3,754-73.5% | $2,631-62.2% |
| Participant deferral / active EE | $1,989 | $4,056-51.0% | $5,116-61.1% | $4,212-52.8% |
| Admin fee / account holder | $3,066 | $7,222-57.5% | $8,919-65.6% | $7,344-58.3% |