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 | $91,469 | $69,515+31.6% | $86,874+5.3% | $85,850+6.5% |
| Participation rate | 64.7% | 66.3%-1.6pp | 71.6%-6.9pp | 69.3%-4.6pp |
| Annual return | 15.38% | 20.12%-4.7pp | 63.52%-48.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $1,388 | $1,880-26.2% | $2,495-44.4% | $2,565-45.9% |
| Participant deferral / active EE | $3,861 | $2,919+32.3% | $3,699+4.4% | $3,952-2.3% |
| Admin fee / account holder | $1,868 | $5,972-68.7% | $5,828-67.9% | $6,260-70.2% |