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 | $60,944 | $29,051+109.8% | $52,425+16.3% | $67,986-10.4% |
| Participation rate | 47.5% | 30.4%+17.0pp | 55.6%-8.2pp | 57.2%-9.7pp |
| Annual return | 17.20% | 24.00%-6.8pp | 302.12%-284.9pp | 31.67%-14.5pp |
| Employer contribution / active EE | $1,074 | $412+160.8% | $914+17.5% | $2,019-46.8% |
| Participant deferral / active EE | $3,356 | $873+284.4% | $1,790+87.4% | $3,358-0.1% |
| Admin fee / account holder | $3,696 | $2,113+74.9% | $2,495+48.1% | $3,203+15.4% |