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 | $76,155 | $118,427-35.7% | $66,042+15.3% | $142,382-46.5% |
| Participation rate | 44.4% | 68.1%-23.7pp | 67.5%-23.1pp | 80.1%-35.7pp |
| Annual return | 14.93% | 35.57%-20.6pp | 52.11%-37.2pp | 217.08%-202.1pp |
| Employer contribution / active EE | $952 | $2,570-63.0% | $1,579-39.7% | $4,299-77.9% |
| Participant deferral / active EE | $3,096 | $4,311-28.2% | $2,835+9.2% | $6,507-52.4% |
| Admin fee / account holder | $3,481 | $9,593-63.7% | $5,747-39.4% | $12,624-72.4% |