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 | $39,531 | $45,152-12.4% | $73,843-46.5% | $59,632-33.7% |
| Participation rate | 61.0% | 64.0%-3.0pp | 73.4%-12.4pp | 68.7%-7.6pp |
| Annual return | 0.63% | 27.40%-26.8pp | 2267.84%-2267.2pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $890 | $1,902-53.2% | $2,787-68.1% | $2,203-59.6% |
| Participant deferral / active EE | $3,521 | $2,574+36.8% | $3,583-1.7% | $3,192+10.3% |
| Admin fee / account holder | $2,339 | $3,516-33.5% | $4,880-52.1% | $4,297-45.6% |