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 | $67,286 | $115,882-41.9% | $100,516-33.1% | $158,922-57.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 14.90% | 34.79%-19.9pp | 30.89%-16.0pp | 302.83%-287.9pp |
| Employer contribution / active EE | $941 | $4,103-77.1% | $3,418-72.5% | $4,761-80.2% |
| Participant deferral / active EE | $2,567 | $6,674-61.5% | $6,270-59.1% | $5,982-57.1% |
| Admin fee / account holder | $554 | $10,995-95.0% | $8,081-93.1% | $11,246-95.1% |