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 | $70,022 | $79,944-12.4% | $98,439-28.9% | $75,163-6.8% |
| Participation rate | 55.6% | 70.4%-14.8pp | 75.2%-19.6pp | 67.2%-11.6pp |
| Annual return | 18.66% | 19.75%-1.1pp | 21.16%-2.5pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,764 | $2,264-22.1% | $3,048-42.1% | $2,670-33.9% |
| Participant deferral / active EE | $3,056 | $3,752-18.5% | $4,738-35.5% | $4,125-25.9% |
| Admin fee / account holder | $3,758 | $6,840-45.1% | $8,948-58.0% | $5,651-33.5% |