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 | $75,634 | $72,012+5.0% | $185,823-59.3% | $79,858-5.3% |
| Participation rate | 44.6% | 65.8%-21.1pp | 78.0%-33.4pp | 69.6%-25.0pp |
| Annual return | 18.35% | 23.12%-4.8pp | 35.95%-17.6pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,026 | $1,965-47.8% | $4,087-74.9% | $2,471-58.5% |
| Participant deferral / active EE | $2,108 | $3,779-44.2% | $5,632-62.6% | $3,740-43.6% |
| Admin fee / account holder | $1,658 | $4,513-63.3% | $9,500-82.5% | $5,306-68.8% |