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 | $84,105 | $72,277+16.4% | $101,248-16.9% | $79,858+5.3% |
| Participation rate | 58.7% | 68.5%-9.7pp | 75.8%-17.1pp | 69.6%-10.9pp |
| Annual return | 13.48% | 22.30%-8.8pp | 46.47%-33.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,897 | $2,692+7.6% | $3,660-20.8% | $2,471+17.3% |
| Participant deferral / active EE | $8,125 | $3,282+147.6% | $4,370+85.9% | $3,740+117.2% |
| Admin fee / account holder | $10,112 | $4,400+129.8% | $5,945+70.1% | $5,306+90.6% |