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 | $46,306 | $56,897-18.6% | $84,750-45.4% | $62,891-26.4% |
| Participation rate | 67.9% | 68.5%-0.7pp | 76.6%-8.7pp | 69.3%-1.4pp |
| Annual return | 7.01% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,163 | $2,400-51.5% | $3,574-67.5% | $2,281-49.0% |
| Participant deferral / active EE | $2,486 | $2,709-8.2% | $3,712-33.0% | $3,203-22.4% |
| Admin fee / account holder | $2,737 | $3,581-23.6% | $5,332-48.7% | $4,296-36.3% |