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 | $35,595 | $101,724-65.0% | $164,813-78.4% | $80,856-56.0% |
| Participation rate | 36.0% | 71.8%-35.8pp | 78.6%-42.6pp | 67.6%-31.6pp |
| Annual return | 11.84% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,126 | $2,953-61.9% | $4,341-74.1% | $2,755-59.1% |
| Participant deferral / active EE | $2,677 | $4,477-40.2% | $6,031-55.6% | $4,296-37.7% |
| Admin fee / account holder | $748 | $8,227-90.9% | $12,690-94.1% | $6,918-89.2% |