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 | $93,791 | $56,053+67.3% | $75,972+23.5% | $80,856+16.0% |
| Participation rate | 68.8% | 62.0%+6.8pp | 69.1%-0.2pp | 67.6%+1.2pp |
| Annual return | 10.62% | 20.53%-9.9pp | 359.55%-348.9pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,030 | $1,874-45.1% | $2,685-61.6% | $2,755-62.6% |
| Participant deferral / active EE | $4,119 | $3,052+35.0% | $4,255-3.2% | $4,296-4.1% |
| Admin fee / account holder | $4,568 | $5,234-12.7% | $6,467-29.4% | $6,918-34.0% |