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 | $94,139 | $73,787+27.6% | $98,716-4.6% | $82,448+14.2% |
| Participation rate | 66.0% | 61.4%+4.6pp | 69.3%-3.3pp | 68.1%-2.0pp |
| Annual return | 15.14% | 18.57%-3.4pp | 31.81%-16.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,230 | $1,511-18.6% | $2,279-46.0% | $2,551-51.8% |
| Participant deferral / active EE | $3,560 | $3,081+15.5% | $4,048-12.0% | $4,139-14.0% |
| Admin fee / account holder | $10,722 | $6,500+65.0% | $8,703+23.2% | $7,234+48.2% |