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 | $56,432 | $56,053+0.7% | $75,972-25.7% | $80,856-30.2% |
| Participation rate | 38.0% | 62.0%-24.0pp | 69.1%-31.1pp | 67.6%-29.6pp |
| Annual return | 17.11% | 20.53%-3.4pp | 359.55%-342.4pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,115 | $1,874-40.5% | $2,685-58.5% | $2,755-59.5% |
| Participant deferral / active EE | $3,427 | $3,052+12.3% | $4,255-19.5% | $4,296-20.2% |
| Admin fee / account holder | $6,873 | $5,234+31.3% | $6,467+6.3% | $6,918-0.7% |