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 | $90,142 | $81,248+10.9% | $155,509-42.0% | $80,856+11.5% |
| Participation rate | 67.9% | 66.2%+1.6pp | 78.2%-10.3pp | 67.6%+0.2pp |
| Annual return | 14.08% | 33.31%-19.2pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,432 | $3,100-53.8% | $4,672-69.4% | $2,755-48.0% |
| Participant deferral / active EE | $4,333 | $3,452+25.5% | $5,626-23.0% | $4,296+0.9% |
| Admin fee / account holder | $421 | $7,997-94.7% | $15,912-97.4% | $6,918-93.9% |