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 | $22,264 | $77,634-71.3% | $156,549-85.8% | $62,891-64.6% |
| Participation rate | 67.1% | 71.2%-4.1pp | 84.0%-16.9pp | 69.3%-2.2pp |
| Annual return | 7.79% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $630 | $3,444-81.7% | $5,501-88.5% | $2,281-72.4% |
| Participant deferral / active EE | $1,588 | $3,045-47.9% | $4,871-67.4% | $3,203-50.4% |
| Admin fee / account holder | $486 | $5,561-91.3% | $13,027-96.3% | $4,296-88.7% |