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 | $54,847 | $60,892-9.9% | $82,389-33.4% | $84,808-35.3% |
| Participation rate | 57.7% | 63.3%-5.6pp | 69.5%-11.9pp | 68.3%-10.6pp |
| Annual return | 17.11% | 37.29%-20.2pp | 28.67%-11.6pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,748 | $1,779-1.8% | $2,517-30.6% | $2,631-33.6% |
| Participant deferral / active EE | $4,161 | $3,179+30.9% | $4,155+0.2% | $4,212-1.2% |
| Admin fee / account holder | $8,517 | $5,467+55.8% | $7,231+17.8% | $7,344+16.0% |