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 | $81,639 | $50,972+60.2% | $88,538-7.8% | $72,985+11.9% |
| Participation rate | 64.9% | 63.4%+1.5pp | 68.7%-3.8pp | 69.5%-4.6pp |
| Annual return | 25.06% | 29.62%-4.6pp | 43.64%-18.6pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,567 | $1,475+6.3% | $2,098-25.3% | $2,440-35.8% |
| Participant deferral / active EE | $3,134 | $2,230+40.5% | $2,914+7.6% | $3,607-13.1% |
| Admin fee / account holder | $488 | $3,230-84.9% | $4,310-88.7% | $5,124-90.5% |