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 | $30,429 | $59,101-48.5% | $77,163-60.6% | $75,163-59.5% |
| Participation rate | 50.5% | 63.9%-13.3pp | 69.6%-19.0pp | 67.2%-16.6pp |
| Annual return | 19.26% | 26.71%-7.4pp | 37.87%-18.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $709 | $1,995-64.4% | $2,535-72.0% | $2,670-73.4% |
| Participant deferral / active EE | $2,156 | $2,999-28.1% | $3,833-43.8% | $4,125-47.7% |
| Admin fee / account holder | $2,131 | $4,774-55.4% | $5,472-61.1% | $5,651-62.3% |