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 | $40,846 | $54,705-25.3% | $71,209-42.6% | $84,808-51.8% |
| Participation rate | 34.0% | 64.1%-30.0pp | 73.8%-39.7pp | 68.3%-34.3pp |
| Annual return | 16.89% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $866 | $2,158-59.9% | $2,721-68.2% | $2,631-67.1% |
| Participant deferral / active EE | $2,374 | $3,030-21.7% | $4,175-43.1% | $4,212-43.6% |
| Admin fee / account holder | $2,259 | $4,863-53.5% | $5,349-57.8% | $7,344-69.2% |