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 9-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 | $67,573 | $48,750+38.6% | $88,946-24.0% | $74,304-9.1% |
| Participation rate | 53.8% | 44.5%+9.3pp | 68.8%-15.1pp | 60.3%-6.6pp |
| Annual return | 16.89% | 25.91%-9.0pp | 57.82%-40.9pp | 29.43%-12.5pp |
| Employer contribution / active EE | $531 | $1,255-57.7% | $2,555-79.2% | $2,241-76.3% |
| Participant deferral / active EE | $6,557 | $2,423+170.6% | $4,581+43.1% | $3,767+74.0% |
| Admin fee / account holder | $6,948 | $3,756+85.0% | $8,261-15.9% | $2,969+134.0% |