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 | $56,214 | $65,041-13.6% | $90,951-38.2% | $79,858-29.6% |
| Participation rate | 59.6% | 61.6%-2.0pp | 69.0%-9.4pp | 69.6%-10.0pp |
| Annual return | 14.97% | 30.45%-15.5pp | 134.60%-119.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $437 | $1,247-65.0% | $2,122-79.4% | $2,471-82.3% |
| Participant deferral / active EE | $3,607 | $2,512+43.6% | $3,373+6.9% | $3,740-3.6% |
| Admin fee / account holder | $4,255 | $4,536-6.2% | $5,959-28.6% | $5,306-19.8% |