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 | $65,382 | $54,762+19.4% | $90,281-27.6% | $72,985-10.4% |
| Participation rate | 66.0% | 65.1%+0.9pp | 73.3%-7.3pp | 69.5%-3.5pp |
| Annual return | 22.47% | 30.63%-8.2pp | 78.10%-55.6pp | 81.00%-58.5pp |
| Employer contribution / active EE | $894 | $2,092-57.3% | $2,854-68.7% | $2,440-63.4% |
| Participant deferral / active EE | $2,330 | $2,887-19.3% | $3,885-40.0% | $3,607-35.4% |
| Admin fee / account holder | $3,084 | $3,972-22.3% | $5,351-42.4% | $5,124-39.8% |