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 | $30,400 | $104,251-70.8% | $91,001-66.6% | $147,584-79.4% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 18.28% | 27.06%-8.8pp | 4.60%+13.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $897 | $3,116-71.2% | $2,456-63.5% | $4,876-81.6% |
| Participant deferral / active EE | $2,901 | $4,195-30.9% | $3,547-18.2% | $5,439-46.7% |
| Admin fee / account holder | $4,357 | $8,948-51.3% | $5,417-19.6% | $10,885-60.0% |