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 | $48,905 | $69,977-30.1% | $108,579-55.0% | $62,891-22.2% |
| Participation rate | 66.7% | 72.9%-6.2pp | 79.6%-12.9pp | 69.3%-2.6pp |
| Annual return | 12.66% | 10.73%+1.9pp | -51.70%+64.4pp | 20.14%-7.5pp |
| Employer contribution / active EE | $1,760 | $2,135-17.6% | $3,758-53.2% | $2,281-22.8% |
| Participant deferral / active EE | $3,888 | $3,165+22.9% | $4,311-9.8% | $3,203+21.4% |
| Admin fee / account holder | $1,008 | $5,076-80.1% | $7,645-86.8% | $4,296-76.5% |