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 | $68,095 | $65,365+4.2% | $92,893-26.7% | $72,985-6.7% |
| Participation rate | 56.0% | 68.3%-12.3pp | 76.0%-20.0pp | 69.5%-13.5pp |
| Annual return | 18.66% | 42.10%-23.4pp | 109.41%-90.8pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,086 | $2,594-58.1% | $3,653-70.3% | $2,440-55.5% |
| Participant deferral / active EE | $3,760 | $3,128+20.2% | $4,236-11.2% | $3,607+4.2% |
| Admin fee / account holder | $5,667 | $4,251+33.3% | $5,794-2.2% | $5,124+10.6% |