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 | $55,383 | $53,516+3.5% | $126,539-56.2% | $84,808-34.7% |
| Participation rate | 53.3% | 58.2%-4.9pp | 69.8%-16.5pp | 68.3%-15.0pp |
| Annual return | 18.02% | 58.34%-40.3pp | 425.95%-407.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $907 | $1,535-40.9% | $3,674-75.3% | $2,631-65.5% |
| Participant deferral / active EE | $2,878 | $2,671+7.8% | $4,083-29.5% | $4,212-31.7% |
| Admin fee / account holder | $424 | $4,497-90.6% | $6,065-93.0% | $7,344-94.2% |