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 | $74,774 | $77,634-3.7% | $156,549-52.2% | $62,891+18.9% |
| Participation rate | 63.6% | 71.2%-7.6pp | 84.0%-20.4pp | 69.3%-5.7pp |
| Annual return | 8.49% | 50.32%-41.8pp | 32.23%-23.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,633 | $3,444-52.6% | $5,501-70.3% | $2,281-28.4% |
| Participant deferral / active EE | $5,260 | $3,045+72.7% | $4,871+8.0% | $3,203+64.2% |
| Admin fee / account holder | $362 | $5,561-93.5% | $13,027-97.2% | $4,296-91.6% |