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 | $75,672 | $56,054+35.0% | $171,082-55.8% | $62,891+20.3% |
| Participation rate | 46.2% | 62.9%-16.7pp | 76.7%-30.5pp | 69.3%-23.2pp |
| Annual return | 10.60% | 22.52%-11.9pp | 32.56%-22.0pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,134 | $1,731-34.5% | $4,002-71.7% | $2,281-50.3% |
| Participant deferral / active EE | $3,178 | $3,158+0.6% | $4,797-33.8% | $3,203-0.8% |
| Admin fee / account holder | $740 | $3,647-79.7% | $8,520-91.3% | $4,296-82.8% |