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 | $94,337 | $69,977+34.8% | $108,579-13.1% | $62,891+50.0% |
| Participation rate | 55.1% | 72.9%-17.8pp | 79.6%-24.5pp | 69.3%-14.2pp |
| Annual return | 8.79% | 10.73%-1.9pp | -51.70%+60.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,193 | $2,135-44.1% | $3,758-68.3% | $2,281-47.7% |
| Participant deferral / active EE | $3,632 | $3,165+14.8% | $4,311-15.7% | $3,203+13.4% |
| Admin fee / account holder | $2,772 | $5,076-45.4% | $7,645-63.7% | $4,296-35.5% |