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 | $33,676 | $51,576-34.7% | $129,207-73.9% | $80,856-58.4% |
| Participation rate | 53.6% | 57.0%-3.4pp | 69.6%-16.0pp | 67.6%-14.1pp |
| Annual return | 22.24% | 20.81%+1.4pp | 9417.33%-9395.1pp | 35.59%-13.4pp |
| Employer contribution / active EE | $2,031 | $1,584+28.2% | $4,153-51.1% | $2,755-26.3% |
| Participant deferral / active EE | $2,858 | $2,669+7.1% | $4,168-31.4% | $4,296-33.5% |
| Admin fee / account holder | $596 | $4,305-86.2% | $7,715-92.3% | $6,918-91.4% |