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 | $92,861 | $109,881-15.5% | $150,045-38.1% | $84,808+9.5% |
| Participation rate | 64.7% | 76.1%-11.4pp | 82.3%-17.6pp | 68.3%-3.6pp |
| Annual return | 18.59% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,622 | $3,561+1.7% | $4,693-22.8% | $2,631+37.7% |
| Participant deferral / active EE | $7,937 | $6,636+19.6% | $7,997-0.8% | $4,212+88.5% |
| Admin fee / account holder | $10,414 | $8,568+21.5% | $13,435-22.5% | $7,344+41.8% |