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 | $56,531 | $133,922-57.8% | $116,228-51.4% | $142,382-60.3% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.6%-37.1pp | 80.1%-42.6pp |
| Annual return | 14.69% | 147.76%-133.1pp | 90.06%-75.4pp | 217.08%-202.4pp |
| Employer contribution / active EE | $954 | $3,446-72.3% | $2,994-68.1% | $4,299-77.8% |
| Participant deferral / active EE | $4,314 | $5,672-23.9% | $4,953-12.9% | $6,507-33.7% |
| Admin fee / account holder | $2,894 | $14,945-80.6% | $11,989-75.9% | $12,624-77.1% |