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 | $57,520 | $65,041-11.6% | $90,951-36.8% | $79,858-28.0% |
| Participation rate | 68.6% | 61.6%+7.0pp | 69.0%-0.4pp | 69.6%-1.0pp |
| Annual return | 12.80% | 30.45%-17.7pp | 134.60%-121.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,309 | $1,247+85.1% | $2,122+8.8% | $2,471-6.6% |
| Participant deferral / active EE | $4,099 | $2,512+63.2% | $3,373+21.5% | $3,740+9.6% |
| Admin fee / account holder | $2,225 | $4,536-51.0% | $5,959-62.7% | $5,306-58.1% |