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 | $42,020 | $52,836-20.5% | $105,738-60.3% | $64,186-34.5% |
| Participation rate | 45.9% | 66.5%-20.6pp | 76.3%-30.4pp | 69.6%-23.6pp |
| Annual return | 9.10% | 14.30%-5.2pp | 6.27%+2.8pp | 7.63%+1.5pp |
| Employer contribution / active EE | $1,239 | $1,827-32.2% | $3,268-62.1% | $2,381-47.9% |
| Participant deferral / active EE | $2,020 | $2,545-20.6% | $4,080-50.5% | $3,470-41.8% |
| Admin fee / account holder | $860 | $3,959-78.3% | $6,913-87.6% | $4,888-82.4% |