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 | $78,436 | $71,050+10.4% | $93,606-16.2% | $80,856-3.0% |
| Participation rate | 69.8% | 60.4%+9.4pp | 68.7%+1.1pp | 67.6%+2.2pp |
| Annual return | 12.12% | 11.26%+0.9pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $982 | $1,564-37.2% | $2,420-59.4% | $2,755-64.4% |
| Participant deferral / active EE | $2,754 | $4,034-31.7% | $4,411-37.6% | $4,296-35.9% |
| Admin fee / account holder | $3,092 | $6,945-55.5% | $8,285-62.7% | $6,918-55.3% |