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 | $28,092 | $51,638-45.6% | $68,368-58.9% | $82,448-65.9% |
| Participation rate | 64.5% | 63.6%+0.9pp | 73.8%-9.2pp | 68.1%-3.6pp |
| Annual return | 17.20% | 37.53%-20.3pp | 292.57%-275.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,167 | $2,047-43.0% | $2,649-56.0% | $2,551-54.3% |
| Participant deferral / active EE | $1,840 | $2,914-36.8% | $4,123-55.4% | $4,139-55.5% |
| Admin fee / account holder | $12,497 | $4,643+169.1% | $5,150+142.7% | $7,234+72.7% |