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 | $84,186 | $58,512+43.9% | $84,015+0.2% | $72,985+15.3% |
| Participation rate | 59.5% | 61.2%-1.7pp | 69.0%-9.5pp | 69.5%-10.0pp |
| Annual return | 23.18% | 28.93%-5.8pp | 71.31%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,184 | $1,163+1.8% | $1,983-40.3% | $2,440-51.5% |
| Participant deferral / active EE | $3,124 | $2,394+30.5% | $3,239-3.5% | $3,607-13.4% |
| Admin fee / account holder | $5,460 | $4,569+19.5% | $6,101-10.5% | $5,124+6.6% |