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 | $58,083 | $77,314-24.9% | $177,989-67.4% | $80,856-28.2% |
| Participation rate | 69.1% | 65.7%+3.4pp | 77.1%-7.9pp | 67.6%+1.5pp |
| Annual return | 29.11% | 18.09%+11.0pp | 294.48%-265.4pp | 35.59%-6.5pp |
| Employer contribution / active EE | $991 | $2,292-56.8% | $3,949-74.9% | $2,755-64.0% |
| Participant deferral / active EE | $3,237 | $4,411-26.6% | $6,276-48.4% | $4,296-24.6% |
| Admin fee / account holder | $1,977 | $7,191-72.5% | $10,363-80.9% | $6,918-71.4% |