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 | $19,248 | $54,705-64.8% | $71,209-73.0% | $84,808-77.3% |
| Participation rate | 69.4% | 64.1%+5.4pp | 73.8%-4.3pp | 68.3%+1.1pp |
| Annual return | 14.17% | 35.90%-21.7pp | 282.51%-268.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,300 | $2,158-39.8% | $2,721-52.2% | $2,631-50.6% |
| Participant deferral / active EE | $1,183 | $3,030-61.0% | $4,175-71.7% | $4,212-71.9% |
| Admin fee / account holder | $2,188 | $4,863-55.0% | $5,349-59.1% | $7,344-70.2% |