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 | $52,416 | $48,230+8.7% | $67,502-22.4% | $80,856-35.2% |
| Participation rate | 57.1% | 66.4%-9.2pp | 72.9%-15.7pp | 67.6%-10.5pp |
| Annual return | 16.91% | 18.28%-1.4pp | 3512.12%-3495.2pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,514 | $2,020-25.0% | $2,731-44.6% | $2,755-45.0% |
| Participant deferral / active EE | $8,820 | $2,924+201.7% | $4,000+120.5% | $4,296+105.3% |
| Admin fee / account holder | $1,136 | $3,681-69.1% | $3,998-71.6% | $6,918-83.6% |