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 | $36,961 | $56,053-34.1% | $75,972-51.3% | $80,856-54.3% |
| Participation rate | 61.0% | 62.0%-1.1pp | 69.1%-8.1pp | 67.6%-6.7pp |
| Annual return | 23.92% | 20.53%+3.4pp | 359.55%-335.6pp | 35.59%-11.7pp |
| Employer contribution / active EE | $1,458 | $1,874-22.2% | $2,685-45.7% | $2,755-47.1% |
| Participant deferral / active EE | $3,078 | $3,052+0.9% | $4,255-27.7% | $4,296-28.4% |
| Admin fee / account holder | $1,856 | $5,234-64.5% | $6,467-71.3% | $6,918-73.2% |