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 | $116,235 | $95,803+21.3% | $113,168+2.7% | $84,808+37.1% |
| Participation rate | 64.7% | 72.9%-8.2pp | 76.6%-11.9pp | 68.3%-3.6pp |
| Annual return | 15.07% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,610 | $2,360-31.8% | $2,975-45.9% | $2,631-38.8% |
| Participant deferral / active EE | $2,703 | $4,242-36.3% | $5,107-47.1% | $4,212-35.8% |
| Admin fee / account holder | $2,936 | $8,989-67.3% | $12,068-75.7% | $7,344-60.0% |