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 | $103,331 | $68,719+50.4% | $91,541+12.9% | $84,808+21.8% |
| Participation rate | 53.8% | 64.5%-10.7pp | 69.8%-15.9pp | 68.3%-14.5pp |
| Annual return | 18.60% | 19.12%-0.5pp | 20.50%-1.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,837 | $1,920-4.3% | $2,505-26.6% | $2,631-30.2% |
| Participant deferral / active EE | $4,300 | $3,136+37.1% | $4,008+7.3% | $4,212+2.1% |
| Admin fee / account holder | $2,405 | $5,786-58.4% | $6,956-65.4% | $7,344-67.3% |