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 | $65,462 | $64,324+1.8% | $118,925-45.0% | $79,858-18.0% |
| Participation rate | 35.3% | 64.9%-29.6pp | 75.4%-40.1pp | 69.6%-34.3pp |
| Annual return | 20.77% | 86.45%-65.7pp | 35.88%-15.1pp | 31.71%-10.9pp |
| Employer contribution / active EE | $1,048 | $1,836-42.9% | $3,263-67.9% | $2,471-57.6% |
| Participant deferral / active EE | $2,575 | $2,824-8.8% | $4,265-39.6% | $3,740-31.1% |
| Admin fee / account holder | $583 | $4,040-85.6% | $6,581-91.1% | $5,306-89.0% |