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 | $80,585 | $69,477+16.0% | $94,646-14.9% | $71,457+12.8% |
| Participation rate | 57.5% | 78.4%-20.9pp | 80.8%-23.3pp | 67.9%-10.4pp |
| Annual return | 18.07% | 29.66%-11.6pp | 156.71%-138.6pp | 28.85%-10.8pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,672-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,710 | $7,345-35.9% | $7,418-36.5% | $4,289+9.8% |
| Admin fee / account holder | $10,299 | $1,210+751.4% | $7,231+42.4% | $1,587+548.8% |