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 | $91,665 | $88,707+3.3% | $74,183+23.6% | $273,961-66.5% |
| Participation rate | 56.5% | 79.4%-22.9pp | 76.6%-20.1pp | 83.0%-26.5pp |
| Annual return | 7.71% | 11.94%-4.2pp | 17.74%-10.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $570 | $3,159-82.0% | $2,370-75.9% | $4,869-88.3% |
| Participant deferral / active EE | $1,397 | $4,212-66.8% | $3,550-60.6% | $5,287-73.6% |
| Admin fee / account holder | $9,034 | $8,717+3.6% | $5,586+61.7% | $10,132-10.8% |