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 | $30,738 | $36,767-16.4% | $81,478-62.3% | $62,292-50.7% |
| Participation rate | 43.9% | 54.4%-10.6pp | 68.0%-24.1pp | 69.5%-25.7pp |
| Annual return | 19.02% | 173.80%-154.8pp | 38.78%-19.8pp | 28.90%-9.9pp |
| Employer contribution / active EE | $917 | $1,128-18.7% | $2,568-64.3% | $2,042-55.1% |
| Participant deferral / active EE | $1,577 | $2,111-25.3% | $3,537-55.4% | $3,169-50.3% |
| Admin fee / account holder | $708 | $797-11.2% | $4,561-84.5% | $479+47.7% |