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 | $21,641 | $77,899-72.2% | $149,673-85.5% | $75,163-71.2% |
| Participation rate | 21.3% | 65.6%-44.3pp | 78.8%-57.5pp | 67.2%-45.9pp |
| Annual return | 17.59% | 31.72%-14.1pp | 134.42%-116.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $853 | $3,137-72.8% | $4,818-82.3% | $2,670-68.0% |
| Participant deferral / active EE | $1,017 | $3,411-70.2% | $5,680-82.1% | $4,125-75.3% |
| Admin fee / account holder | $794 | $5,956-86.7% | $13,210-94.0% | $5,651-86.0% |