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 | $48,021 | $63,764-24.7% | $81,930-41.4% | $79,858-39.9% |
| Participation rate | 67.6% | 67.5%+0.1pp | 72.0%-4.3pp | 69.6%-2.0pp |
| Annual return | 26.01% | 22.66%+3.4pp | 29.49%-3.5pp | 31.71%-5.7pp |
| Employer contribution / active EE | $1,786 | $1,795-0.5% | $4,310-58.6% | $2,471-27.7% |
| Participant deferral / active EE | $2,394 | $2,780-13.9% | $7,107-66.3% | $3,740-36.0% |
| Admin fee / account holder | $1,002 | $4,426-77.4% | $5,158-80.6% | $5,306-81.1% |