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 | $44,759 | $85,202-47.5% | $172,739-74.1% | $72,985-38.7% |
| Participation rate | 69.2% | 70.1%-0.8pp | 82.6%-13.4pp | 69.5%-0.3pp |
| Annual return | 17.63% | 27.32%-9.7pp | 802.84%-785.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,786 | $3,324-16.2% | $5,143-45.8% | $2,440+14.2% |
| Participant deferral / active EE | $5,227 | $3,260+60.3% | $5,198+0.6% | $3,607+44.9% |
| Admin fee / account holder | $670 | $5,884-88.6% | $13,954-95.2% | $5,124-86.9% |