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 | $110,033 | $74,927+46.9% | $101,794+8.1% | $84,808+29.7% |
| Participation rate | 62.2% | 61.4%+0.8pp | 69.2%-7.0pp | 68.3%-6.1pp |
| Annual return | 18.08% | 18.70%-0.6pp | 30.53%-12.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,991 | $1,522+96.6% | $2,289+30.7% | $2,631+13.7% |
| Participant deferral / active EE | $7,907 | $3,099+155.1% | $4,084+93.6% | $4,212+87.7% |
| Admin fee / account holder | $6,401 | $6,514-1.7% | $8,777-27.1% | $7,344-12.8% |