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 | $60,671 | $53,127+14.2% | $86,590-29.9% | $70,131-13.5% |
| Participation rate | 65.4% | 65.3%+0.1pp | 73.5%-8.2pp | 69.5%-4.2pp |
| Annual return | 24.17% | 27.66%-3.5pp | 964.84%-940.7pp | 73.14%-49.0pp |
| Employer contribution / active EE | $743 | $2,068-64.1% | $2,839-73.8% | $2,342-68.3% |
| Participant deferral / active EE | $2,828 | $2,696+4.9% | $3,609-21.6% | $3,332-15.1% |
| Admin fee / account holder | $4,348 | $3,585+21.3% | $4,906-11.4% | $4,645-6.4% |