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 | $74,939 | $49,915+50.1% | $154,803-51.6% | $74,304+0.9% |
| Participation rate | 66.7% | 54.0%+12.7pp | 78.1%-11.4pp | 60.3%+6.3pp |
| Annual return | 14.63% | 34.06%-19.4pp | 58.88%-44.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $2,864 | $1,611+77.7% | $4,305-33.5% | $2,241+27.8% |
| Participant deferral / active EE | $734 | $2,255-67.4% | $5,540-86.7% | $3,767-80.5% |
| Admin fee / account holder | $9,412 | $2,189+330.0% | $14,329-34.3% | $2,969+217.0% |