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 | $62,792 | $91,190-31.1% | $178,490-64.8% | $79,858-21.4% |
| Participation rate | 34.3% | 69.2%-34.9pp | 81.9%-47.6pp | 69.6%-35.3pp |
| Annual return | 13.72% | 24.19%-10.5pp | 151.07%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $688 | $3,256-78.9% | $5,011-86.3% | $2,471-72.2% |
| Participant deferral / active EE | $1,088 | $3,236-66.4% | $5,202-79.1% | $3,740-70.9% |
| Admin fee / account holder | $12,145 | $6,751+79.9% | $13,984-13.2% | $5,306+128.9% |