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 | $62,431 | $58,828+6.1% | $77,999-20.0% | $62,891-0.7% |
| Participation rate | 5.7% | 71.1%-65.3pp | 75.5%-69.8pp | 69.3%-63.6pp |
| Annual return | 7.57% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $517 | $1,672-69.1% | $2,470-79.1% | $2,281-77.3% |
| Participant deferral / active EE | $4,534 | $2,686+68.8% | $3,497+29.7% | $3,203+41.6% |
| Admin fee / account holder | $2,540 | $4,393-42.2% | $5,480-53.7% | $4,296-40.9% |