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 | $57,313 | $69,977-18.1% | $108,579-47.2% | $62,891-8.9% |
| Participation rate | 56.3% | 72.9%-16.6pp | 79.6%-23.3pp | 69.3%-13.1pp |
| Annual return | 11.42% | 10.73%+0.7pp | -51.70%+63.1pp | 20.14%-8.7pp |
| Employer contribution / active EE | $787 | $2,135-63.1% | $3,758-79.0% | $2,281-65.5% |
| Participant deferral / active EE | $1,988 | $3,165-37.2% | $4,311-53.9% | $3,203-37.9% |
| Admin fee / account holder | $4,377 | $5,076-13.8% | $7,645-42.8% | $4,296+1.9% |