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 | $68,851 | $78,705-12.5% | $117,854-41.6% | $70,131-1.8% |
| Participation rate | 66.0% | 73.2%-7.2pp | 79.7%-13.7pp | 69.5%-3.6pp |
| Annual return | 13.17% | 23.30%-10.1pp | 335.08%-321.9pp | 73.14%-60.0pp |
| Employer contribution / active EE | $2,968 | $2,223+33.5% | $3,786-21.6% | $2,342+26.7% |
| Participant deferral / active EE | $5,695 | $3,297+72.7% | $4,482+27.1% | $3,332+70.9% |
| Admin fee / account holder | $3,166 | $5,065-37.5% | $8,020-60.5% | $4,645-31.8% |