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 | $71,483 | $52,279+36.7% | $89,391-20.0% | $79,858-10.5% |
| Participation rate | 66.7% | 57.5%+9.1pp | 68.0%-1.3pp | 69.6%-3.0pp |
| Annual return | 13.30% | 22.16%-8.9pp | 245.62%-232.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,620 | $1,572+66.7% | $2,586+1.3% | $2,471+6.0% |
| Participant deferral / active EE | $5,808 | $2,740+111.9% | $3,890+49.3% | $3,740+55.3% |
| Admin fee / account holder | $2,854 | $3,356-15.0% | $4,881-41.5% | $5,306-46.2% |