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 | $20,985 | $34,308-38.8% | $74,701-71.9% | $72,985-71.2% |
| Participation rate | 34.7% | 42.4%-7.7pp | 54.5%-19.8pp | 69.5%-34.8pp |
| Annual return | 26.22% | 26.58%-0.4pp | 752.92%-726.7pp | 81.00%-54.8pp |
| Employer contribution / active EE | $652 | $692-5.7% | $1,084-39.8% | $2,440-73.3% |
| Participant deferral / active EE | $1,477 | $1,271+16.2% | $1,964-24.8% | $3,607-59.1% |
| Admin fee / account holder | $856 | $2,124-59.7% | $3,333-74.3% | $5,124-83.3% |