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 | $50,969 | $58,851-13.4% | $115,157-55.7% | $72,985-30.2% |
| Participation rate | 68.0% | 65.5%+2.5pp | 75.9%-7.9pp | 69.5%-1.5pp |
| Annual return | 16.98% | 23.16%-6.2pp | 35.60%-18.6pp | 81.00%-64.0pp |
| Employer contribution / active EE | $4,000 | $1,798+122.5% | $3,179+25.8% | $2,440+63.9% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,168-100.0% | $3,607-100.0% |
| Admin fee / account holder | $312 | $6,370-95.1% | $7,088-95.6% | $5,124-93.9% |