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 | $29,499 | $77,899-62.1% | $149,673-80.3% | $75,163-60.8% |
| Participation rate | 56.0% | 65.6%-9.6pp | 78.8%-22.8pp | 67.2%-11.2pp |
| Annual return | 17.75% | 31.72%-14.0pp | 134.42%-116.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $816 | $3,137-74.0% | $4,818-83.1% | $2,670-69.4% |
| Participant deferral / active EE | $2,855 | $3,411-16.3% | $5,680-49.7% | $4,125-30.8% |
| Admin fee / account holder | $305 | $5,956-94.9% | $13,210-97.7% | $5,651-94.6% |