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 | $63,166 | $57,541+9.8% | $95,745-34.0% | $75,163-16.0% |
| Participation rate | 55.7% | 62.5%-6.8pp | 72.3%-16.5pp | 67.2%-11.5pp |
| Annual return | 15.94% | 34.93%-19.0pp | 28.35%-12.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,556 | $1,808-13.9% | $2,835-45.1% | $2,670-41.7% |
| Participant deferral / active EE | $4,101 | $3,074+33.4% | $4,245-3.4% | $4,125-0.6% |
| Admin fee / account holder | $1,568 | $4,099-61.7% | $5,678-72.4% | $5,651-72.2% |