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 | $73,456 | $53,777+36.6% | $134,143-45.2% | $79,858-8.0% |
| Participation rate | 68.0% | 58.8%+9.2pp | 72.2%-4.2pp | 69.6%-1.6pp |
| Annual return | 12.84% | 19.01%-6.2pp | 36.33%-23.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,090 | $1,321+58.2% | $3,704-43.6% | $2,471-15.4% |
| Participant deferral / active EE | $3,475 | $2,420+43.6% | $3,499-0.7% | $3,740-7.1% |
| Admin fee / account holder | $1,059 | $3,984-73.4% | $6,684-84.2% | $5,306-80.0% |