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 | $30,037 | $35,183-14.6% | $73,545-59.2% | $70,131-57.2% |
| Participation rate | 60.7% | 42.9%+17.7pp | 54.9%+5.7pp | 69.5%-8.9pp |
| Annual return | 17.62% | 26.90%-9.3pp | -15.16%+32.8pp | 73.14%-55.5pp |
| Employer contribution / active EE | $707 | $709-0.3% | $1,219-42.0% | $2,342-69.8% |
| Participant deferral / active EE | $1,865 | $1,220+52.9% | $1,806+3.3% | $3,332-44.0% |
| Admin fee / account holder | $3,159 | $2,302+37.2% | $2,320+36.2% | $4,645-32.0% |