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 | $65,363 | $71,050-8.0% | $93,606-30.2% | $80,856-19.2% |
| Participation rate | 29.5% | 60.4%-30.9pp | 68.7%-39.2pp | 67.6%-38.1pp |
| Annual return | 12.53% | 11.26%+1.3pp | 133.20%-120.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $811 | $1,564-48.1% | $2,420-66.5% | $2,755-70.5% |
| Participant deferral / active EE | $2,284 | $4,034-43.4% | $4,411-48.2% | $4,296-46.8% |
| Admin fee / account holder | $7,885 | $6,945+13.5% | $8,285-4.8% | $6,918+14.0% |