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 | $45,766 | $52,903-13.5% | $73,307-37.6% | $59,632-23.3% |
| Participation rate | 55.4% | 68.2%-12.8pp | 74.9%-19.5pp | 68.7%-13.3pp |
| Annual return | 4.98% | 12.20%-7.2pp | 5.67%-0.7pp | 2041.28%-2036.3pp |
| Employer contribution / active EE | $3,054 | $1,909+60.0% | $3,237-5.7% | $2,203+38.7% |
| Participant deferral / active EE | $5,268 | $4,069+29.5% | $4,991+5.5% | $3,192+65.1% |
| Admin fee / account holder | $5,420 | $3,834+41.4% | $5,637-3.8% | $4,297+26.1% |