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 | $73,418 | $56,110+30.8% | $94,993-22.7% | $70,131+4.7% |
| Participation rate | 54.7% | 65.0%-10.3pp | 73.9%-19.2pp | 69.5%-14.8pp |
| Annual return | 13.05% | 51.02%-38.0pp | 27.12%-14.1pp | 73.14%-60.1pp |
| Employer contribution / active EE | $553 | $1,442-61.7% | $2,603-78.8% | $2,342-76.4% |
| Participant deferral / active EE | $1,598 | $2,391-33.2% | $3,317-51.8% | $3,332-52.0% |
| Admin fee / account holder | $2,377 | $3,456-31.2% | $4,960-52.1% | $4,645-48.8% |