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 | $33,393 | $91,190-63.4% | $178,490-81.3% | $79,858-58.2% |
| Participation rate | 62.5% | 69.2%-6.7pp | 81.9%-19.4pp | 69.6%-7.1pp |
| Annual return | 10.46% | 24.19%-13.7pp | 151.07%-140.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,018 | $3,256-68.7% | $5,011-79.7% | $2,471-58.8% |
| Participant deferral / active EE | $1,410 | $3,236-56.4% | $5,202-72.9% | $3,740-62.3% |
| Admin fee / account holder | $663 | $6,751-90.2% | $13,984-95.3% | $5,306-87.5% |