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 | $80,911 | $64,480+25.5% | $81,382-0.6% | $80,856+0.1% |
| Participation rate | 51.9% | 63.9%-12.0pp | 69.5%-17.6pp | 67.6%-15.8pp |
| Annual return | 14.59% | 16.34%-1.8pp | 24.73%-10.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,334 | $1,978-32.6% | $2,463-45.8% | $2,755-51.6% |
| Participant deferral / active EE | $2,457 | $3,094-20.6% | $3,883-36.7% | $4,296-42.8% |
| Admin fee / account holder | $1,687 | $5,671-70.3% | $5,768-70.8% | $6,918-75.6% |