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 | $21,422 | $61,605-65.2% | $112,229-80.9% | $75,163-71.5% |
| Participation rate | 35.3% | 61.7%-26.4pp | 72.4%-37.1pp | 67.2%-31.9pp |
| Annual return | 16.48% | 28.47%-12.0pp | 30.20%-13.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $995 | $2,015-50.6% | $3,430-71.0% | $2,670-62.7% |
| Participant deferral / active EE | $2,216 | $3,108-28.7% | $4,798-53.8% | $4,125-46.3% |
| Admin fee / account holder | $1,235 | $4,862-74.6% | $7,748-84.1% | $5,651-78.1% |