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 | $137,467 | $78,422+75.3% | $95,952+43.3% | $79,858+72.1% |
| Participation rate | 69.7% | 73.5%-3.8pp | 77.1%-7.4pp | 69.6%+0.1pp |
| Annual return | 13.40% | 19.37%-6.0pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,699 | $1,945-12.6% | $2,541-33.1% | $2,471-31.2% |
| Participant deferral / active EE | $3,560 | $3,440+3.5% | $4,167-14.6% | $3,740-4.8% |
| Admin fee / account holder | $2,643 | $5,622-53.0% | $6,795-61.1% | $5,306-50.2% |