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 | $54,352 | $41,078+32.3% | $80,569-32.5% | $71,457-23.9% |
| Participation rate | 62.1% | 50.2%+11.9pp | 67.0%-4.9pp | 67.9%-5.8pp |
| Annual return | 25.87% | 38.45%-12.6pp | 935.43%-909.6pp | 28.85%-3.0pp |
| Employer contribution / active EE | $1,485 | $1,506-1.4% | $2,723-45.5% | $2,588-42.6% |
| Participant deferral / active EE | $2,930 | $2,699+8.5% | $4,447-34.1% | $4,289-31.7% |
| Admin fee / account holder | $819 | $1,840-55.5% | $5,377-84.8% | $1,587-48.4% |