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 | $70,288 | $54,705+28.5% | $71,209-1.3% | $84,808-17.1% |
| Participation rate | 62.5% | 64.1%-1.6pp | 73.8%-11.3pp | 68.3%-5.8pp |
| Annual return | 15.40% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $589 | $2,158-72.7% | $2,721-78.3% | $2,631-77.6% |
| Participant deferral / active EE | $3,627 | $3,030+19.7% | $4,175-13.1% | $4,212-13.9% |
| Admin fee / account holder | $1,678 | $4,863-65.5% | $5,349-68.6% | $7,344-77.1% |