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 | $97,970 | $67,606+44.9% | $82,313+19.0% | $70,131+39.7% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 18.93% | 21.57%-2.6pp | 25.88%-7.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,757 | $1,755+0.1% | $2,428-27.6% | $2,342-25.0% |
| Participant deferral / active EE | $3,066 | $2,987+2.7% | $3,706-17.3% | $3,332-8.0% |
| Admin fee / account holder | $11,611 | $4,512+157.3% | $5,608+107.1% | $4,645+150.0% |