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 | $71,243 | $36,790+93.6% | $84,966-16.2% | - |
| Participation rate | 39.4% | 47.2%-7.8pp | 67.5%-28.1pp | - |
| Annual return | 14.37% | 16.20%-1.8pp | 66.38%-52.0pp | - |
| Employer contribution / active EE | $1,395 | $1,404-0.6% | $2,727-48.8% | - |
| Participant deferral / active EE | $2,629 | $2,003+31.2% | $4,519-41.8% | - |
| Admin fee / account holder | $3,772 | $2,089+80.6% | $6,149-38.7% | - |