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 | $69,742 | $65,395+6.6% | $182,532-61.8% | $72,985-4.4% |
| Participation rate | 42.5% | 65.4%-22.9pp | 78.0%-35.5pp | 69.5%-27.0pp |
| Annual return | 22.40% | 27.68%-5.3pp | 148.54%-126.1pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,815 | $1,911-5.0% | $4,076-55.5% | $2,440-25.6% |
| Participant deferral / active EE | $2,522 | $3,563-29.2% | $5,524-54.3% | $3,607-30.1% |
| Admin fee / account holder | $2,631 | $4,245-38.0% | $8,592-69.4% | $5,124-48.7% |