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 | $71,318 | $80,968-11.9% | $96,544-26.1% | $75,163-5.1% |
| Participation rate | 61.3% | 71.8%-10.5pp | 76.0%-14.7pp | 67.2%-5.9pp |
| Annual return | 14.49% | 27.06%-12.6pp | 25.84%-11.3pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,870 | $2,282-18.0% | $2,965-36.9% | $2,670-30.0% |
| Participant deferral / active EE | $2,948 | $3,928-25.0% | $4,851-39.2% | $4,125-28.5% |
| Admin fee / account holder | $6,727 | $6,7240% | $8,252-18.5% | $5,651+19.0% |