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 | $77,090 | $73,638+4.7% | $95,952-19.7% | $73,488+4.9% |
| Participation rate | 63.5% | 76.2%-12.7pp | 77.1%-13.6pp | 70.7%-7.2pp |
| Annual return | 20.40% | 16.78%+3.6pp | 91.61%-71.2pp | 28.51%-8.1pp |
| Employer contribution / active EE | $2,225 | $1,863+19.4% | $2,541-12.4% | $2,270-2.0% |
| Participant deferral / active EE | $5,666 | $3,617+56.6% | $4,167+36.0% | $3,740+51.5% |
| Admin fee / account holder | $9,492 | $482+1869.0% | $6,795+39.7% | $513+1750.1% |