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 | $51,362 | $47,944+7.1% | $67,834-24.3% | $62,891-18.3% |
| Participation rate | 55.6% | 61.1%-5.5pp | 68.8%-13.2pp | 69.3%-13.8pp |
| Annual return | 5.96% | 11.77%-5.8pp | 138.47%-132.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,171 | $1,562-25.0% | $2,403-51.3% | $2,281-48.7% |
| Participant deferral / active EE | $2,568 | $2,247+14.3% | $3,160-18.7% | $3,203-19.8% |
| Admin fee / account holder | $4,641 | $3,712+25.0% | $4,622+0.4% | $4,296+8.0% |