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 | $32,348 | $51,576-37.3% | $129,207-75.0% | $80,856-60.0% |
| Participation rate | 67.5% | 57.0%+10.5pp | 69.6%-2.1pp | 67.6%-0.2pp |
| Annual return | 14.67% | 20.81%-6.1pp | 9417.33%-9402.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $760 | $1,584-52.0% | $4,153-81.7% | $2,755-72.4% |
| Participant deferral / active EE | $2,279 | $2,669-14.6% | $4,168-45.3% | $4,296-47.0% |
| Admin fee / account holder | $1,074 | $4,305-75.1% | $7,715-86.1% | $6,918-84.5% |