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 | $92,259 | $60,892+51.5% | $82,389+12.0% | $84,808+8.8% |
| Participation rate | 65.5% | 63.3%+2.2pp | 69.5%-4.0pp | 68.3%-2.8pp |
| Annual return | 17.02% | 37.29%-20.3pp | 28.67%-11.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,504 | $1,779+40.8% | $2,517-0.5% | $2,631-4.8% |
| Participant deferral / active EE | $3,674 | $3,179+15.6% | $4,155-11.6% | $4,212-12.8% |
| Admin fee / account holder | $1,966 | $5,467-64.0% | $7,231-72.8% | $7,344-73.2% |