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 | $73,223 | $89,355-18.1% | $141,162-48.1% | $72,985+0.3% |
| Participation rate | 65.7% | 75.1%-9.4pp | 82.5%-16.8pp | 69.5%-3.8pp |
| Annual return | 23.34% | 111.85%-88.5pp | 71.39%-48.0pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,920 | $3,114-6.2% | $4,735-38.3% | $2,440+19.7% |
| Participant deferral / active EE | $6,679 | $5,418+23.3% | $6,709-0.4% | $3,607+85.2% |
| Admin fee / account holder | $4,533 | $5,958-23.9% | $10,261-55.8% | $5,124-11.5% |