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 | $25,425 | $93,571-72.8% | $135,903-81.3% | $75,163-66.2% |
| Participation rate | 56.8% | 75.2%-18.4pp | 81.9%-25.1pp | 67.2%-10.4pp |
| Annual return | 23.12% | 30.90%-7.8pp | 68.23%-45.1pp | 160.62%-137.5pp |
| Employer contribution / active EE | $1,134 | $3,537-67.9% | $4,856-76.7% | $2,670-57.5% |
| Participant deferral / active EE | $3,012 | $6,404-53.0% | $7,758-61.2% | $4,125-27.0% |
| Admin fee / account holder | $1,037 | $6,975-85.1% | $10,762-90.4% | $5,651-81.7% |