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 | $33,933 | $165,912-79.5% | $122,332-72.3% | $147,584-77.0% |
| Participation rate | 60.9% | 79.6%-18.7pp | 71.6%-10.8pp | 82.8%-22.0pp |
| Annual return | 17.23% | 34.55%-17.3pp | 30.27%-13.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $640 | $5,754-88.9% | $4,050-84.2% | $4,876-86.9% |
| Participant deferral / active EE | $1,514 | $4,005-62.2% | $3,287-53.9% | $5,439-72.2% |
| Admin fee / account holder | $1,751 | $7,424-76.4% | $5,478-68.0% | $10,885-83.9% |