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 5-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 | $70,288 | $25,014+181.0% | $69,647+0.9% | $80,856-13.1% |
| Participation rate | 66.7% | 64.2%+2.4pp | 66.5%+0.2pp | 67.6%-1.0pp |
| Annual return | 64.95% | 19.07%+45.9pp | 100.48%-35.5pp | 35.59%+29.4pp |
| Employer contribution / active EE | $2,525 | $993+154.3% | $1,712+47.4% | $2,755-8.3% |
| Participant deferral / active EE | $4,434 | $1,839+141.1% | $2,886+53.6% | $4,296+3.2% |
| Admin fee / account holder | $4,424 | $2,488+77.8% | $4,713-6.1% | $6,918-36.1% |