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 | $29,167 | $57,354-49.1% | $83,848-65.2% | $64,186-54.6% |
| Participation rate | 38.7% | 68.6%-29.9pp | 76.1%-37.4pp | 69.6%-30.9pp |
| Annual return | 7.53% | 11.38%-3.9pp | 850.88%-843.4pp | 7.63%-0.1pp |
| Employer contribution / active EE | $1,153 | $2,545-54.7% | $3,631-68.2% | $2,381-51.6% |
| Participant deferral / active EE | $3,195 | $2,993+6.8% | $4,082-21.7% | $3,470-7.9% |
| Admin fee / account holder | $4,145 | $4,046+2.5% | $5,478-24.3% | $4,888-15.2% |