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 | $74,065 | $71,050+4.2% | $93,606-20.9% | $80,856-8.4% |
| Participation rate | 42.4% | 60.4%-18.0pp | 68.7%-26.3pp | 67.6%-25.3pp |
| Annual return | 20.17% | 11.26%+8.9pp | 133.20%-113.0pp | 35.59%-15.4pp |
| Employer contribution / active EE | $536 | $1,564-65.7% | $2,420-77.8% | $2,755-80.5% |
| Participant deferral / active EE | $1,474 | $4,034-63.5% | $4,411-66.6% | $4,296-65.7% |
| Admin fee / account holder | $4,700 | $6,945-32.3% | $8,285-43.3% | $6,918-32.1% |