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 | $35,349 | $73,787-52.1% | $98,716-64.2% | $82,448-57.1% |
| Participation rate | 40.2% | 61.4%-21.2pp | 69.3%-29.0pp | 68.1%-27.8pp |
| Annual return | 22.67% | 18.57%+4.1pp | 31.81%-9.1pp | 41.64%-19.0pp |
| Employer contribution / active EE | $721 | $1,511-52.3% | $2,279-68.4% | $2,551-71.7% |
| Participant deferral / active EE | $1,891 | $3,081-38.6% | $4,048-53.3% | $4,139-54.3% |
| Admin fee / account holder | $601 | $6,500-90.8% | $8,703-93.1% | $7,234-91.7% |