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 | $69,188 | $58,828+17.6% | $77,999-11.3% | $62,891+10.0% |
| Participation rate | 67.7% | 71.1%-3.3pp | 75.5%-7.8pp | 69.3%-1.6pp |
| Annual return | 11.89% | 17.16%-5.3pp | 425.96%-414.1pp | 20.14%-8.3pp |
| Employer contribution / active EE | $2,020 | $1,672+20.8% | $2,470-18.2% | $2,281-11.4% |
| Participant deferral / active EE | $3,859 | $2,686+43.7% | $3,497+10.3% | $3,203+20.5% |
| Admin fee / account holder | $1,245 | $4,393-71.7% | $5,480-77.3% | $4,296-71.0% |