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 | $62,791 | $64,348-2.4% | $90,160-30.4% | $70,131-10.5% |
| Participation rate | 63.4% | 70.4%-7.1pp | 76.9%-13.5pp | 69.5%-6.2pp |
| Annual return | 33.53% | 28.13%+5.4pp | 34.88%-1.4pp | 73.14%-39.6pp |
| Employer contribution / active EE | $804 | $2,046-60.7% | $3,318-75.8% | $2,342-65.7% |
| Participant deferral / active EE | $2,689 | $4,389-38.7% | $5,288-49.1% | $3,332-19.3% |
| Admin fee / account holder | $1,345 | $3,944-65.9% | $5,943-77.4% | $4,645-71.0% |