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 7-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 | $56,588 | $53,516+5.7% | $126,539-55.3% | $84,808-33.3% |
| Participation rate | 69.2% | 58.2%+11.0pp | 69.8%-0.6pp | 68.3%+0.9pp |
| Annual return | 22.06% | 58.34%-36.3pp | 425.95%-403.9pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,782 | $1,535+16.1% | $3,674-51.5% | $2,631-32.3% |
| Participant deferral / active EE | $7,000 | $2,671+162.1% | $4,083+71.5% | $4,212+66.2% |
| Admin fee / account holder | $1,919 | $4,497-57.3% | $6,065-68.4% | $7,344-73.9% |