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 | $97,415 | $72,492+34.4% | $87,100+11.8% | $72,985+33.5% |
| Participation rate | 46.8% | 72.8%-26.0pp | 76.9%-30.1pp | 69.5%-22.7pp |
| Annual return | 24.98% | 24.46%+0.5pp | 28.19%-3.2pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,799 | $1,894-5.0% | $2,521-28.6% | $2,440-26.3% |
| Participant deferral / active EE | $3,403 | $3,270+4.1% | $4,049-15.9% | $3,607-5.7% |
| Admin fee / account holder | $4,520 | $5,055-10.6% | $7,497-39.7% | $5,124-11.8% |