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 | $72,961 | $65,041+12.2% | $90,951-19.8% | $79,858-8.6% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 15.57% | 30.45%-14.9pp | 134.60%-119.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,756 | $1,247+40.8% | $2,122-17.3% | $2,471-28.9% |
| Participant deferral / active EE | $2,614 | $2,512+4.1% | $3,373-22.5% | $3,740-30.1% |
| Admin fee / account holder | $6,303 | $4,536+39.0% | $5,959+5.8% | $5,306+18.8% |