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 | $31,518 | $59,101-46.7% | $77,163-59.2% | $75,163-58.1% |
| Participation rate | 47.4% | 63.9%-16.5pp | 69.6%-22.2pp | 67.2%-19.8pp |
| Annual return | 23.04% | 26.71%-3.7pp | 37.87%-14.8pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,003 | $1,995-49.8% | $2,535-60.4% | $2,670-62.4% |
| Participant deferral / active EE | $1,566 | $2,999-47.8% | $3,833-59.1% | $4,125-62.0% |
| Admin fee / account holder | $569 | $4,774-88.1% | $5,472-89.6% | $5,651-89.9% |