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 | $71,696 | $56,054+27.9% | $171,082-58.1% | $62,891+14.0% |
| Participation rate | 68.0% | 62.9%+5.1pp | 76.7%-8.7pp | 69.3%-1.3pp |
| Annual return | 6.39% | 22.52%-16.1pp | 32.56%-26.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,480 | $1,731+101.1% | $4,002-13.0% | $2,281+52.6% |
| Participant deferral / active EE | $6,453 | $3,158+104.3% | $4,797+34.5% | $3,203+101.5% |
| Admin fee / account holder | $1,381 | $3,647-62.1% | $8,520-83.8% | $4,296-67.8% |