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 | $84,758 | $63,764+32.9% | $81,930+3.5% | $79,858+6.1% |
| Participation rate | 56.7% | 67.5%-10.8pp | 72.0%-15.3pp | 69.6%-13.0pp |
| Annual return | 16.12% | 22.66%-6.5pp | 29.49%-13.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $508 | $1,795-71.7% | $4,310-88.2% | $2,471-79.4% |
| Participant deferral / active EE | $2,117 | $2,780-23.9% | $7,107-70.2% | $3,740-43.4% |
| Admin fee / account holder | $375 | $4,426-91.5% | $5,158-92.7% | $5,306-92.9% |