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 | $84,199 | $91,552-8.0% | $133,956-37.1% | $79,858+5.4% |
| Participation rate | 51.0% | 73.3%-22.3pp | 79.8%-28.8pp | 69.6%-18.6pp |
| Annual return | 10.37% | 61.85%-51.5pp | 45.09%-34.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,911 | $2,384-19.8% | $3,919-51.2% | $2,471-22.6% |
| Participant deferral / active EE | $1,923 | $3,733-48.5% | $5,048-61.9% | $3,740-48.6% |
| Admin fee / account holder | $5,909 | $6,321-6.5% | $8,927-33.8% | $5,306+11.4% |