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 | $81,183 | $95,453-15.0% | $112,040-27.5% | $82,448-1.5% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.5%-16.5pp | 68.1%-8.1pp |
| Annual return | 28.64% | 23.92%+4.7pp | 24.52%+4.1pp | 41.64%-13.0pp |
| Employer contribution / active EE | $3,945 | $2,318+70.2% | $2,954+33.6% | $2,551+54.6% |
| Participant deferral / active EE | $4,710 | $4,224+11.5% | $5,098-7.6% | $4,139+13.8% |
| Admin fee / account holder | $1,620 | $9,013-82.0% | $12,098-86.6% | $7,234-77.6% |