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 | $85,916 | $78,422+9.6% | $95,952-10.5% | $79,858+7.6% |
| Participation rate | 67.3% | 73.5%-6.2pp | 77.1%-9.8pp | 69.6%-2.3pp |
| Annual return | 13.67% | 19.37%-5.7pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,500 | $1,945-22.9% | $2,541-41.0% | $2,471-39.3% |
| Participant deferral / active EE | $2,999 | $3,440-12.8% | $4,167-28.0% | $3,740-19.8% |
| Admin fee / account holder | $2,445 | $5,622-56.5% | $6,795-64.0% | $5,306-53.9% |