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 | $107,219 | $74,927+43.1% | $101,794+5.3% | $84,808+26.4% |
| Participation rate | 65.9% | 61.4%+4.5pp | 69.2%-3.3pp | 68.3%-2.5pp |
| Annual return | 20.17% | 18.70%+1.5pp | 30.53%-10.4pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,695 | $1,522+11.4% | $2,289-26.0% | $2,631-35.6% |
| Participant deferral / active EE | $3,653 | $3,099+17.9% | $4,084-10.5% | $4,212-13.3% |
| Admin fee / account holder | $4,640 | $6,514-28.8% | $8,777-47.1% | $7,344-36.8% |