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 | $34,812 | $52,279-33.4% | $89,391-61.1% | $79,858-56.4% |
| Participation rate | 61.5% | 57.5%+4.0pp | 68.0%-6.4pp | 69.6%-8.1pp |
| Annual return | 13.70% | 22.16%-8.5pp | 245.62%-231.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $5,424 | $1,572+245.2% | $2,586+109.8% | $2,471+119.5% |
| Participant deferral / active EE | $2,725 | $2,740-0.6% | $3,890-29.9% | $3,740-27.1% |
| Admin fee / account holder | $5,274 | $3,356+57.1% | $4,881+8.0% | $5,306-0.6% |