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 | $70,684 | $65,365+8.1% | $92,893-23.9% | $72,985-3.2% |
| Participation rate | 51.7% | 68.3%-16.6pp | 76.0%-24.3pp | 69.5%-17.8pp |
| Annual return | 21.57% | 42.10%-20.5pp | 109.41%-87.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $637 | $2,594-75.5% | $3,653-82.6% | $2,440-73.9% |
| Participant deferral / active EE | $3,493 | $3,128+11.6% | $4,236-17.6% | $3,607-3.2% |
| Admin fee / account holder | $3,576 | $4,251-15.9% | $5,794-38.3% | $5,124-30.2% |