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 4-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 | $49,007 | $45,312+8.2% | $86,233-43.2% | $67,986-27.9% |
| Participation rate | 43.0% | 42.4%+0.6pp | 69.0%-26.0pp | 57.2%-14.2pp |
| Annual return | 18.17% | 24.79%-6.6pp | 61.39%-43.2pp | 31.67%-13.5pp |
| Employer contribution / active EE | $1,268 | $1,160+9.3% | $2,504-49.4% | $2,019-37.2% |
| Participant deferral / active EE | $2,279 | $2,185+4.3% | $4,559-50.0% | $3,358-32.1% |
| Admin fee / account holder | $4,842 | $3,295+47.0% | $8,342-42.0% | $3,203+51.2% |