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 | $74,416 | $60,349+23.3% | $74,183+0.3% | $62,891+18.3% |
| Participation rate | 53.1% | 72.7%-19.6pp | 76.6%-23.5pp | 69.3%-16.2pp |
| Annual return | 7.92% | 21.37%-13.5pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,554 | $1,680-7.5% | $2,370-34.4% | $2,281-31.8% |
| Participant deferral / active EE | $2,454 | $2,856-14.1% | $3,550-30.9% | $3,203-23.4% |
| Admin fee / account holder | $5,573 | $4,261+30.8% | $5,586-0.2% | $4,296+29.7% |