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 | $70,177 | $55,453+26.6% | $170,442-58.8% | $62,292+12.7% |
| Participation rate | 40.0% | 66.4%-26.4pp | 83.6%-43.6pp | 69.5%-29.5pp |
| Annual return | 16.80% | 21.38%-4.6pp | 205.93%-189.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,798 | $2,164-16.9% | $5,433-66.9% | $2,042-12.0% |
| Participant deferral / active EE | $2,705 | $2,303+17.4% | $4,939-45.2% | $3,169-14.7% |
| Admin fee / account holder | $1,543 | $455+239.0% | $13,880-88.9% | $479+221.8% |