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 | $40,680 | $88,672-54.1% | $105,223-61.3% | $82,448-50.7% |
| Participation rate | 69.4% | 67.9%+1.5pp | 75.0%-5.7pp | 68.1%+1.3pp |
| Annual return | 14.33% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,745 | $3,048-42.8% | $3,689-52.7% | $2,551-31.6% |
| Participant deferral / active EE | $3,080 | $4,036-23.7% | $5,072-39.3% | $4,139-25.6% |
| Admin fee / account holder | $3,730 | $7,146-47.8% | $8,859-57.9% | $7,234-48.4% |