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 | $81,179 | $66,813+21.5% | $100,516-19.2% | $73,488+10.5% |
| Participation rate | 50.9% | 77.5%-26.5pp | 79.4%-28.5pp | 70.7%-19.7pp |
| Annual return | 15.09% | 25.70%-10.6pp | 30.89%-15.8pp | 28.51%-13.4pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,379 | $5,883-8.6% | $6,270-14.2% | $3,740+43.8% |
| Admin fee / account holder | $4,885 | $512+854.0% | $8,081-39.5% | $513+852.1% |