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 | $54,378 | $83,681-35.0% | $82,313-33.9% | - |
| Participation rate | 53.5% | 75.1%-21.6pp | 76.9%-23.4pp | - |
| Annual return | 18.55% | 13.76%+4.8pp | 25.88%-7.3pp | - |
| Employer contribution / active EE | $1,347 | $1,471-8.4% | $2,428-44.5% | - |
| Participant deferral / active EE | $2,941 | $2,851+3.1% | $3,706-20.7% | - |
| Admin fee / account holder | $5,568 | $3,032+83.7% | $5,608-0.7% | - |