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 | $54,459 | $81,446-33.1% | $103,374-47.3% | $80,874-32.7% |
| Participation rate | 67.6% | 66.9%+0.8pp | 74.5%-6.9pp | 67.6%0pp |
| Annual return | 12.44% | 25.57%-13.1pp | 24.89%-12.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,330 | $3,107-57.2% | $3,869-65.6% | $2,756-51.7% |
| Participant deferral / active EE | $2,785 | $3,870-28.0% | $5,058-44.9% | $4,297-35.2% |
| Admin fee / account holder | $1,172 | $6,715-82.6% | $8,394-86.0% | $6,935-83.1% |