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 | $80,648 | $54,762+47.3% | $90,281-10.7% | $72,985+10.5% |
| Participation rate | 67.6% | 65.1%+2.5pp | 73.3%-5.6pp | 69.5%-1.8pp |
| Annual return | 23.69% | 30.63%-6.9pp | 78.10%-54.4pp | 81.00%-57.3pp |
| Employer contribution / active EE | $989 | $2,092-52.7% | $2,854-65.3% | $2,440-59.4% |
| Participant deferral / active EE | $2,538 | $2,887-12.1% | $3,885-34.7% | $3,607-29.7% |
| Admin fee / account holder | $705 | $3,972-82.3% | $5,351-86.8% | $5,124-86.2% |