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 | $70,599 | $74,927-5.8% | $101,794-30.6% | $84,808-16.8% |
| Participation rate | 56.9% | 61.4%-4.5pp | 69.2%-12.3pp | 68.3%-11.4pp |
| Annual return | 16.62% | 18.70%-2.1pp | 30.53%-13.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,917 | $1,522+223.1% | $2,289+114.8% | $2,631+86.9% |
| Participant deferral / active EE | $5,115 | $3,099+65.0% | $4,084+25.2% | $4,212+21.4% |
| Admin fee / account holder | $7,757 | $6,514+19.1% | $8,777-11.6% | $7,344+5.6% |