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 | $47,279 | $67,984-30.5% | $65,493-27.8% | $74,304-36.4% |
| Participation rate | 63.1% | 66.3%-3.2pp | 73.1%-10.0pp | 60.3%+2.8pp |
| Annual return | 13.77% | 19.87%-6.1pp | 982.45%-968.7pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,632 | $2,491-34.5% | $2,574-36.6% | $2,241-27.2% |
| Participant deferral / active EE | $2,499 | $3,346-25.3% | $3,961-36.9% | $3,767-33.7% |
| Admin fee / account holder | $3,442 | $1,373+150.8% | $5,028-31.5% | $2,969+15.9% |