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 | $68,551 | $58,523+17.1% | $99,443-31.1% | $72,985-6.1% |
| Participation rate | 53.3% | 64.6%-11.3pp | 73.8%-20.5pp | 69.5%-16.2pp |
| Annual return | 23.93% | 28.51%-4.6pp | 30.72%-6.8pp | 81.00%-57.1pp |
| Employer contribution / active EE | $329 | $1,512-78.3% | $2,540-87.1% | $2,440-86.5% |
| Participant deferral / active EE | $1,785 | $2,606-31.5% | $3,619-50.7% | $3,607-50.5% |
| Admin fee / account holder | $459 | $4,102-88.8% | $6,250-92.7% | $5,124-91.0% |