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 | $40,649 | $72,492-43.9% | $87,100-53.3% | $72,985-44.3% |
| Participation rate | 66.2% | 72.8%-6.6pp | 76.9%-10.7pp | 69.5%-3.3pp |
| Annual return | 25.25% | 24.46%+0.8pp | 28.19%-2.9pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,770 | $1,894-6.5% | $2,521-29.8% | $2,440-27.4% |
| Participant deferral / active EE | $3,047 | $3,270-6.8% | $4,049-24.8% | $3,607-15.5% |
| Admin fee / account holder | $2,116 | $5,055-58.1% | $7,497-71.8% | $5,124-58.7% |