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 | $40,590 | $48,046-15.5% | $84,611-52.0% | $72,985-44.4% |
| Participation rate | 68.8% | 57.6%+11.2pp | 68.2%+0.5pp | 69.5%-0.7pp |
| Annual return | 18.87% | 37.38%-18.5pp | 258.74%-239.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,321 | $1,602-17.5% | $2,652-50.2% | $2,440-45.9% |
| Participant deferral / active EE | $2,606 | $2,680-2.8% | $3,899-33.2% | $3,607-27.8% |
| Admin fee / account holder | $7,818 | $3,395+130.3% | $4,912+59.1% | $5,124+52.6% |