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 | $34,200 | $73,787-53.7% | $98,716-65.4% | $82,448-58.5% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 16.58% | 18.57%-2.0pp | 31.81%-15.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $442 | $1,511-70.8% | $2,279-80.6% | $2,551-82.7% |
| Participant deferral / active EE | $2,137 | $3,081-30.7% | $4,048-47.2% | $4,139-48.4% |
| Admin fee / account holder | $648 | $6,500-90.0% | $8,703-92.6% | $7,234-91.0% |