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 | $62,815 | $51,576+21.8% | $129,207-51.4% | $80,856-22.3% |
| Participation rate | 51.8% | 57.0%-5.2pp | 69.6%-17.8pp | 67.6%-15.9pp |
| Annual return | 12.64% | 20.81%-8.2pp | 9417.33%-9404.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,347 | $1,584-15.0% | $4,153-67.6% | $2,755-51.1% |
| Participant deferral / active EE | $2,812 | $2,669+5.4% | $4,168-32.5% | $4,296-34.5% |
| Admin fee / account holder | $1,256 | $4,305-70.8% | $7,715-83.7% | $6,918-81.8% |