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 | $65,443 | $49,915+31.1% | $154,803-57.7% | $74,304-11.9% |
| Participation rate | 31.5% | 54.0%-22.4pp | 78.1%-46.5pp | 60.3%-28.8pp |
| Annual return | 19.69% | 34.06%-14.4pp | 58.88%-39.2pp | 29.43%-9.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,505 | $2,255+55.5% | $5,540-36.7% | $3,767-7.0% |
| Admin fee / account holder | $2,064 | $2,189-5.7% | $14,329-85.6% | $2,969-30.5% |