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 | $76,539 | $95,971-20.2% | $74,550+2.7% | $135,375-43.5% |
| Participation rate | 68.8% | 75.7%-6.9pp | 69.1%-0.4pp | 82.6%-13.9pp |
| Annual return | 8.40% | 56.96%-48.6pp | 32.53%-24.1pp | 519.73%-511.3pp |
| Employer contribution / active EE | $928 | $2,716-65.8% | $1,961-52.7% | $4,779-80.6% |
| Participant deferral / active EE | $2,254 | $3,843-41.3% | $3,108-27.5% | $5,609-59.8% |
| Admin fee / account holder | $1,099 | $6,522-83.2% | $5,060-78.3% | $10,827-89.9% |