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 | $51,911 | $58,828-11.8% | $77,999-33.4% | $62,891-17.5% |
| Participation rate | 68.8% | 71.1%-2.3pp | 75.5%-6.8pp | 69.3%-0.6pp |
| Annual return | 10.37% | 17.16%-6.8pp | 425.96%-415.6pp | 20.14%-9.8pp |
| Employer contribution / active EE | $2,340 | $1,672+40.0% | $2,470-5.3% | $2,281+2.6% |
| Participant deferral / active EE | $5,156 | $2,686+92.0% | $3,497+47.4% | $3,203+61.0% |
| Admin fee / account holder | $3,149 | $4,393-28.3% | $5,480-42.5% | $4,296-26.7% |