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 | $89,910 | $70,428+27.7% | $96,562-6.9% | $85,850+4.7% |
| Participation rate | 45.9% | 61.8%-15.9pp | 69.8%-23.9pp | 69.3%-23.4pp |
| Annual return | 13.68% | 18.59%-4.9pp | 37.78%-24.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $372 | $1,413-73.7% | $2,356-84.2% | $2,565-85.5% |
| Participant deferral / active EE | $1,948 | $2,894-32.7% | $3,849-49.4% | $3,952-50.7% |
| Admin fee / account holder | $6,582 | $4,997+31.7% | $6,181+6.5% | $6,260+5.1% |