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 | $64,337 | $64,480-0.2% | $81,382-20.9% | $80,856-20.4% |
| Participation rate | 47.2% | 63.9%-16.6pp | 69.5%-22.3pp | 67.6%-20.4pp |
| Annual return | 11.57% | 16.34%-4.8pp | 24.73%-13.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,034 | $1,978-47.8% | $2,463-58.0% | $2,755-62.5% |
| Participant deferral / active EE | $1,818 | $3,094-41.2% | $3,883-53.2% | $4,296-57.7% |
| Admin fee / account holder | $6,007 | $5,671+5.9% | $5,768+4.1% | $6,918-13.2% |