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 | $84,004 | $76,367+10.0% | $93,606-10.3% | $72,985+15.1% |
| Participation rate | 69.2% | 71.7%-2.5pp | 75.8%-6.6pp | 69.5%-0.3pp |
| Annual return | 22.32% | 25.82%-3.5pp | 32.76%-10.4pp | 81.00%-58.7pp |
| Employer contribution / active EE | $702 | $2,275-69.1% | $2,718-74.2% | $2,440-71.2% |
| Participant deferral / active EE | $2,247 | $3,538-36.5% | $4,069-44.8% | $3,607-37.7% |
| Admin fee / account holder | $2,898 | $6,838-57.6% | $7,888-63.3% | $5,124-43.4% |