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 | $72,987 | $53,127+37.4% | $86,590-15.7% | $70,131+4.1% |
| Participation rate | 57.5% | 65.3%-7.8pp | 73.5%-16.0pp | 69.5%-12.0pp |
| Annual return | 21.31% | 27.66%-6.4pp | 964.84%-943.5pp | 73.14%-51.8pp |
| Employer contribution / active EE | $1,548 | $2,068-25.1% | $2,839-45.5% | $2,342-33.9% |
| Participant deferral / active EE | $2,355 | $2,696-12.6% | $3,609-34.7% | $3,332-29.3% |
| Admin fee / account holder | $1,832 | $3,585-48.9% | $4,906-62.7% | $4,645-60.6% |