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 | $51,508 | $48,795+5.6% | $65,493-21.4% | $84,808-39.3% |
| Participation rate | 57.3% | 67.0%-9.7pp | 73.1%-15.8pp | 68.3%-11.0pp |
| Annual return | 15.50% | 20.20%-4.7pp | 982.45%-967.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,897 | $1,930-1.7% | $2,574-26.3% | $2,631-27.9% |
| Participant deferral / active EE | $3,887 | $2,928+32.7% | $3,961-1.9% | $4,212-7.7% |
| Admin fee / account holder | $1,596 | $3,877-58.8% | $5,028-68.3% | $7,344-78.3% |