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 | $51,517 | $77,634-33.6% | $156,549-67.1% | $62,891-18.1% |
| Participation rate | 53.6% | 71.2%-17.6pp | 84.0%-30.4pp | 69.3%-15.7pp |
| Annual return | 6.91% | 50.32%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $553 | $3,444-83.9% | $5,501-90.0% | $2,281-75.8% |
| Participant deferral / active EE | $1,702 | $3,045-44.1% | $4,871-65.1% | $3,203-46.9% |
| Admin fee / account holder | $1,943 | $5,561-65.1% | $13,027-85.1% | $4,296-54.8% |