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 | $36,964 | $135,952-72.8% | $123,892-70.2% | $273,961-86.5% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 9.45% | 56.63%-47.2pp | 47.52%-38.1pp | 41.45%-32.0pp |
| Employer contribution / active EE | $958 | $5,170-81.5% | $4,617-79.2% | $4,869-80.3% |
| Participant deferral / active EE | $2,508 | $6,343-60.5% | $5,984-58.1% | $5,287-52.6% |
| Admin fee / account holder | $5,109 | $9,817-48.0% | $8,357-38.9% | $10,132-49.6% |