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 | $74,180 | $71,050+4.4% | $93,606-20.8% | $80,856-8.3% |
| Participation rate | 43.2% | 60.4%-17.2pp | 68.7%-25.5pp | 67.6%-24.4pp |
| Annual return | 11.59% | 11.26%+0.3pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,451 | $1,564-7.2% | $2,420-40.0% | $2,755-47.3% |
| Participant deferral / active EE | $1,926 | $4,034-52.3% | $4,411-56.3% | $4,296-55.2% |
| Admin fee / account holder | $2,936 | $6,945-57.7% | $8,285-64.6% | $6,918-57.6% |