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 | $90,953 | $100,773-9.7% | $88,946+2.3% | $142,382-36.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 14.67% | 70.18%-55.5pp | 57.82%-43.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $973 | $2,918-66.7% | $2,555-61.9% | $4,299-77.4% |
| Participant deferral / active EE | $1,889 | $5,230-63.9% | $4,581-58.8% | $6,507-71.0% |
| Admin fee / account holder | $4,402 | $9,693-54.6% | $8,261-46.7% | $12,624-65.1% |