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 | $28,568 | $51,466-44.5% | $78,778-63.7% | $62,292-54.1% |
| Participation rate | 62.6% | 59.8%+2.8pp | 69.2%-6.6pp | 69.5%-6.9pp |
| Annual return | 19.12% | 19.96%-0.8pp | 35.62%-16.5pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,394 | $827+68.5% | $1,986-29.8% | $2,042-31.7% |
| Participant deferral / active EE | $2,377 | $2,147+10.7% | $2,958-19.6% | $3,169-25.0% |
| Admin fee / account holder | $1,350 | $489+176.0% | $5,134-73.7% | $479+181.7% |