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 | $52,303 | $58,627-10.8% | $76,735-31.8% | $82,448-36.6% |
| Participation rate | 68.5% | 63.2%+5.3pp | 69.5%-1.0pp | 68.1%+0.4pp |
| Annual return | 14.62% | 39.10%-24.5pp | 29.77%-15.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $568 | $1,729-67.2% | $2,454-76.9% | $2,551-77.7% |
| Participant deferral / active EE | $2,549 | $3,134-18.6% | $4,088-37.6% | $4,139-38.4% |
| Admin fee / account holder | $767 | $5,323-85.6% | $7,189-89.3% | $7,234-89.4% |