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 | $49,309 | $51,708-4.6% | $106,619-53.8% | $62,891-21.6% |
| Participation rate | 57.1% | 66.9%-9.7pp | 78.0%-20.9pp | 69.3%-12.2pp |
| Annual return | 60.43% | 4.69%+55.7pp | 9.42%+51.0pp | 20.14%+40.3pp |
| Employer contribution / active EE | $735 | $1,764-58.3% | $3,947-81.4% | $2,281-67.8% |
| Participant deferral / active EE | $1,301 | $2,315-43.8% | $3,930-66.9% | $3,203-59.4% |
| Admin fee / account holder | $400 | $3,349-88.1% | $6,418-93.8% | $4,296-90.7% |