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 | $63,059 | $48,364+30.4% | $71,796-12.2% | $62,891+0.3% |
| Participation rate | 63.6% | 60.6%+3.0pp | 69.1%-5.5pp | 69.3%-5.7pp |
| Annual return | 10.46% | 13.16%-2.7pp | 78.04%-67.6pp | 20.14%-9.7pp |
| Employer contribution / active EE | $1,404 | $1,042+34.8% | $1,924-27.0% | $2,281-38.4% |
| Participant deferral / active EE | $2,670 | $2,091+27.7% | $2,794-4.5% | $3,203-16.6% |
| Admin fee / account holder | $1,995 | $3,771-47.1% | $4,815-58.6% | $4,296-53.5% |