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 | $69,680 | $35,183+98.0% | $73,545-5.3% | $70,131-0.6% |
| Participation rate | 25.0% | 42.9%-17.9pp | 54.9%-29.9pp | 69.5%-44.5pp |
| Annual return | 15.26% | 26.90%-11.6pp | -15.16%+30.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,084 | $709+194.1% | $1,219+71.0% | $2,342-11.0% |
| Participant deferral / active EE | $2,122 | $1,220+74.0% | $1,806+17.5% | $3,332-36.3% |
| Admin fee / account holder | $2,905 | $2,302+26.2% | $2,320+25.2% | $4,645-37.5% |