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 | $59,573 | $56,897+4.7% | $84,750-29.7% | $62,891-5.3% |
| Participation rate | 46.7% | 68.5%-21.9pp | 76.6%-29.9pp | 69.3%-22.6pp |
| Annual return | 7.99% | 6.30%+1.7pp | 22.78%-14.8pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,224 | $2,400-49.0% | $3,574-65.8% | $2,281-46.3% |
| Participant deferral / active EE | $2,766 | $2,709+2.1% | $3,712-25.5% | $3,203-13.6% |
| Admin fee / account holder | $1,176 | $3,581-67.2% | $5,332-78.0% | $4,296-72.6% |