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 | $20,363 | $65,365-68.8% | $92,893-78.1% | $72,985-72.1% |
| Participation rate | 45.0% | 68.3%-23.3pp | 76.0%-31.0pp | 69.5%-24.5pp |
| Annual return | 20.51% | 42.10%-21.6pp | 109.41%-88.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $994 | $2,594-61.7% | $3,653-72.8% | $2,440-59.3% |
| Participant deferral / active EE | $2,847 | $3,128-9.0% | $4,236-32.8% | $3,607-21.1% |
| Admin fee / account holder | $1,990 | $4,251-53.2% | $5,794-65.6% | $5,124-61.2% |