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 | $90,861 | $89,753+1.2% | $107,525-15.5% | $84,808+7.1% |
| Participation rate | 57.6% | 68.1%-10.5pp | 75.1%-17.5pp | 68.3%-10.7pp |
| Annual return | 17.90% | 29.48%-11.6pp | 181.32%-163.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,999 | $3,113-35.8% | $3,754-46.7% | $2,631-24.0% |
| Participant deferral / active EE | $6,081 | $4,056+49.9% | $5,116+18.9% | $4,212+44.4% |
| Admin fee / account holder | $7,452 | $7,222+3.2% | $8,919-16.4% | $7,344+1.5% |