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 | $67,794 | $60,892+11.3% | $82,389-17.7% | $84,808-20.1% |
| Participation rate | 52.8% | 63.3%-10.5pp | 69.5%-16.8pp | 68.3%-15.5pp |
| Annual return | 14.20% | 37.29%-23.1pp | 28.67%-14.5pp | 40.90%-26.7pp |
| Employer contribution / active EE | $669 | $1,779-62.4% | $2,517-73.4% | $2,631-74.6% |
| Participant deferral / active EE | $2,903 | $3,179-8.7% | $4,155-30.1% | $4,212-31.1% |
| Admin fee / account holder | $6,633 | $5,467+21.3% | $7,231-8.3% | $7,344-9.7% |