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 | $33,445 | $58,208-42.5% | $81,812-59.1% | $80,856-58.6% |
| Participation rate | 34.9% | 63.4%-28.5pp | 72.3%-37.4pp | 67.6%-32.7pp |
| Annual return | 11.68% | 41.66%-30.0pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $981 | $2,340-58.1% | $2,912-66.3% | $2,755-64.4% |
| Participant deferral / active EE | $2,201 | $3,281-32.9% | $4,319-49.0% | $4,296-48.8% |
| Admin fee / account holder | $9,288 | $4,981+86.4% | $7,386+25.7% | $6,918+34.3% |