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 | $64,206 | $51,175+25.5% | $70,515-8.9% | $75,163-14.6% |
| Participation rate | 65.9% | 60.9%+5.0pp | 68.3%-2.4pp | 67.2%-1.3pp |
| Annual return | 21.12% | 30.02%-8.9pp | 32.77%-11.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $2,231 | $1,826+22.2% | $2,973-25.0% | $2,670-16.4% |
| Participant deferral / active EE | $3,681 | $2,849+29.2% | $4,567-19.4% | $4,125-10.8% |
| Admin fee / account holder | $8,041 | $4,091+96.6% | $6,412+25.4% | $5,651+42.3% |