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 | $90,297 | $148,978-39.4% | $200,582-55.0% | $84,808+6.5% |
| Participation rate | 62.9% | 84.2%-21.4pp | 86.9%-24.0pp | 68.3%-5.5pp |
| Annual return | 15.38% | 28.16%-12.8pp | 42.33%-27.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,060 | $4,815-57.2% | $6,419-67.9% | $2,631-21.7% |
| Participant deferral / active EE | $6,777 | $7,142-5.1% | $9,331-27.4% | $4,212+60.9% |
| Admin fee / account holder | $1,401 | $13,977-90.0% | $16,305-91.4% | $7,344-80.9% |