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 | $48,844 | $48,364+1.0% | $71,796-32.0% | $62,891-22.3% |
| Participation rate | 66.7% | 60.6%+6.0pp | 69.1%-2.4pp | 69.3%-2.6pp |
| Annual return | 9.67% | 13.16%-3.5pp | 78.04%-68.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $353 | $1,042-66.1% | $1,924-81.7% | $2,281-84.5% |
| Participant deferral / active EE | $1,667 | $2,091-20.3% | $2,794-40.4% | $3,203-48.0% |
| Admin fee / account holder | $1,690 | $3,771-55.2% | $4,815-64.9% | $4,296-60.7% |