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 | $39,922 | $86,929-54.1% | $102,423-61.0% | $80,856-50.6% |
| Participation rate | 49.3% | 72.4%-23.0pp | 76.5%-27.2pp | 67.6%-18.3pp |
| Annual return | 13.37% | 18.88%-5.5pp | 29.32%-15.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $750 | $2,369-68.4% | $3,023-75.2% | $2,755-72.8% |
| Participant deferral / active EE | $2,321 | $4,118-43.6% | $5,053-54.1% | $4,296-46.0% |
| Admin fee / account holder | $1,244 | $8,049-84.5% | $9,451-86.8% | $6,918-82.0% |