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 | $50,008 | $48,046+4.1% | $84,611-40.9% | $72,985-31.5% |
| Participation rate | 65.4% | 57.6%+7.8pp | 68.2%-2.8pp | 69.5%-4.1pp |
| Annual return | 25.41% | 37.38%-12.0pp | 258.74%-233.3pp | 81.00%-55.6pp |
| Employer contribution / active EE | $303 | $1,602-81.1% | $2,652-88.6% | $2,440-87.6% |
| Participant deferral / active EE | $2,164 | $2,680-19.3% | $3,899-44.5% | $3,607-40.0% |
| Admin fee / account holder | $2,502 | $3,395-26.3% | $4,912-49.1% | $5,124-51.2% |