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 | $62,187 | $68,719-9.5% | $91,541-32.1% | $84,808-26.7% |
| Participation rate | 64.7% | 64.5%+0.2pp | 69.8%-5.1pp | 68.3%-3.6pp |
| Annual return | 16.63% | 19.12%-2.5pp | 20.50%-3.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,524 | $1,920+31.5% | $2,505+0.8% | $2,631-4.0% |
| Participant deferral / active EE | $5,411 | $3,136+72.5% | $4,008+35.0% | $4,212+28.5% |
| Admin fee / account holder | $4,771 | $5,786-17.5% | $6,956-31.4% | $7,344-35.0% |