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 | $41,039 | $91,037-54.9% | $71,671-42.7% | $147,584-72.2% |
| Participation rate | 68.8% | 76.1%-7.4pp | 68.7%0pp | 82.8%-14.1pp |
| Annual return | 18.65% | 20.48%-1.8pp | 20.65%-2.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,802 | $3,327-45.8% | $2,460-26.7% | $4,876-63.0% |
| Participant deferral / active EE | $3,168 | $4,498-29.6% | $3,438-7.9% | $5,439-41.8% |
| Admin fee / account holder | $1,133 | $8,613-86.8% | $5,558-79.6% | $10,885-89.6% |