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 | $57,505 | $104,664-45.1% | $85,682-32.9% | $167,490-65.7% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.9%-7.4pp | 82.1%-19.6pp |
| Annual return | 9.68% | 21.45%-11.8pp | 21.49%-11.8pp | 478.56%-468.9pp |
| Employer contribution / active EE | $2,296 | $3,337-31.2% | $2,618-12.3% | $4,837-52.5% |
| Participant deferral / active EE | $5,357 | $4,824+11.0% | $3,923+36.6% | $6,341-15.5% |
| Admin fee / account holder | $883 | $10,032-91.2% | $6,873-87.2% | $12,309-92.8% |