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 | $78,197 | $52,580+48.7% | $71,671+9.1% | $70,131+11.5% |
| Participation rate | 60.0% | 60.9%-0.9pp | 68.7%-8.7pp | 69.5%-9.5pp |
| Annual return | 22.62% | 20.25%+2.4pp | 20.65%+2.0pp | 73.14%-50.5pp |
| Employer contribution / active EE | $535 | $1,616-66.9% | $2,460-78.2% | $2,342-77.2% |
| Participant deferral / active EE | $3,522 | $2,386+47.6% | $3,438+2.5% | $3,332+5.7% |
| Admin fee / account holder | $1,701 | $3,653-53.4% | $5,558-69.4% | $4,645-63.4% |