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 | $65,430 | $86,286-24.2% | $111,297-41.2% | $85,850-23.8% |
| Participation rate | 53.6% | 73.3%-19.8pp | 77.3%-23.7pp | 69.3%-15.7pp |
| Annual return | 21.17% | 19.99%+1.2pp | 54.65%-33.5pp | 318.53%-297.4pp |
| Employer contribution / active EE | $1,337 | $2,043-34.5% | $2,731-51.0% | $2,565-47.9% |
| Participant deferral / active EE | $2,533 | $3,641-30.4% | $4,487-43.5% | $3,952-35.9% |
| Admin fee / account holder | $3,169 | $8,188-61.3% | $7,964-60.2% | $6,260-49.4% |