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 | $39,882 | $65,041-38.7% | $90,951-56.1% | $79,858-50.1% |
| Participation rate | 66.0% | 61.6%+4.4pp | 69.0%-3.0pp | 69.6%-3.6pp |
| Annual return | 11.03% | 30.45%-19.4pp | 134.60%-123.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $868 | $1,247-30.4% | $2,122-59.1% | $2,471-64.9% |
| Participant deferral / active EE | $1,772 | $2,512-29.4% | $3,373-47.5% | $3,740-52.6% |
| Admin fee / account holder | $5,819 | $4,536+28.3% | $5,959-2.3% | $5,306+9.7% |