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 | $45,367 | $65,365-30.6% | $92,893-51.2% | $72,985-37.8% |
| Participation rate | 69.6% | 68.3%+1.3pp | 76.0%-6.4pp | 69.5%+0.1pp |
| Annual return | 27.25% | 42.10%-14.9pp | 109.41%-82.2pp | 81.00%-53.8pp |
| Employer contribution / active EE | $1,980 | $2,594-23.7% | $3,653-45.8% | $2,440-18.8% |
| Participant deferral / active EE | $3,972 | $3,128+27.0% | $4,236-6.2% | $3,607+10.1% |
| Admin fee / account holder | $1,820 | $4,251-57.2% | $5,794-68.6% | $5,124-64.5% |