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 | $61,436 | $109,413-43.8% | $156,263-60.7% | $84,808-27.6% |
| Participation rate | 64.9% | 72.7%-7.8pp | 78.9%-14.0pp | 68.3%-3.4pp |
| Annual return | 24.86% | 20.18%+4.7pp | 59.47%-34.6pp | 40.90%-16.0pp |
| Employer contribution / active EE | $2,362 | $2,907-18.7% | $4,333-45.5% | $2,631-10.2% |
| Participant deferral / active EE | $4,552 | $4,590-0.8% | $6,158-26.1% | $4,212+8.1% |
| Admin fee / account holder | $3,121 | $9,357-66.6% | $14,255-78.1% | $7,344-57.5% |