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 | $33,668 | $107,452-68.7% | $91,541-63.2% | $142,382-76.4% |
| Participation rate | 22.2% | 75.1%-52.9pp | 69.8%-47.6pp | 80.1%-57.9pp |
| Annual return | 10.10% | 22.06%-12.0pp | 20.50%-10.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,004 | $4,754-57.8% | $4,008-50.0% | $6,507-69.2% |
| Admin fee / account holder | $6,061 | $8,834-31.4% | $6,956-12.9% | $12,624-52.0% |