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 | $79,382 | $80,968-2.0% | $96,544-17.8% | $75,163+5.6% |
| Participation rate | 39.3% | 71.8%-32.5pp | 76.0%-36.7pp | 67.2%-27.9pp |
| Annual return | 19.29% | 27.06%-7.8pp | 25.84%-6.6pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,326 | $2,282-41.9% | $2,965-55.3% | $2,670-50.3% |
| Participant deferral / active EE | $1,950 | $3,928-50.4% | $4,851-59.8% | $4,125-52.7% |
| Admin fee / account holder | $578 | $6,724-91.4% | $8,252-93.0% | $5,651-89.8% |