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 | $51,219 | $58,512-12.5% | $84,015-39.0% | $72,985-29.8% |
| Participation rate | 36.0% | 61.2%-25.2pp | 69.0%-33.0pp | 69.5%-33.5pp |
| Annual return | 20.56% | 28.93%-8.4pp | 71.31%-50.7pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,609 | $1,163+38.4% | $1,983-18.9% | $2,440-34.0% |
| Participant deferral / active EE | $2,957 | $2,394+23.5% | $3,239-8.7% | $3,607-18.0% |
| Admin fee / account holder | $5,185 | $4,569+13.5% | $6,101-15.0% | $5,124+1.2% |