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 | $75,861 | $65,365+16.1% | $92,893-18.3% | $72,985+3.9% |
| Participation rate | 49.0% | 68.3%-19.3pp | 76.0%-27.0pp | 69.5%-20.5pp |
| Annual return | 20.70% | 42.10%-21.4pp | 109.41%-88.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $855 | $2,594-67.0% | $3,653-76.6% | $2,440-65.0% |
| Participant deferral / active EE | $4,667 | $3,128+49.2% | $4,236+10.2% | $3,607+29.4% |
| Admin fee / account holder | $1,301 | $4,251-69.4% | $5,794-77.5% | $5,124-74.6% |