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 | $65,200 | $65,685-0.7% | $57,179+14.0% | $273,961-76.2% |
| Participation rate | 29.4% | 78.3%-48.9pp | 75.3%-45.9pp | 83.0%-53.6pp |
| Annual return | 8.83% | 21.99%-13.2pp | 14.59%-5.8pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,567 | $3,279-52.2% | $2,682-41.6% | $4,869-67.8% |
| Participant deferral / active EE | $3,700 | $3,782-2.2% | $3,096+19.5% | $5,287-30.0% |
| Admin fee / account holder | $636 | $4,835-86.8% | $3,139-79.7% | $10,132-93.7% |