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 | $67,929 | $48,750+39.3% | $88,946-23.6% | $74,304-8.6% |
| Participation rate | 51.4% | 44.5%+6.9pp | 68.8%-17.4pp | 60.3%-8.9pp |
| Annual return | 31.06% | 25.91%+5.2pp | 57.82%-26.8pp | 29.43%+1.6pp |
| Employer contribution / active EE | $1,220 | $1,255-2.8% | $2,555-52.2% | $2,241-45.5% |
| Participant deferral / active EE | $1,716 | $2,423-29.2% | $4,581-62.5% | $3,767-54.5% |
| Admin fee / account holder | $650 | $3,756-82.7% | $8,261-92.1% | $2,969-78.1% |