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 | $71,484 | $58,512+22.2% | $84,015-14.9% | $72,985-2.1% |
| Participation rate | 56.8% | 61.2%-4.4pp | 69.0%-12.2pp | 69.5%-12.7pp |
| Annual return | 21.01% | 28.93%-7.9pp | 71.31%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $727 | $1,163-37.5% | $1,983-63.3% | $2,440-70.2% |
| Participant deferral / active EE | $1,955 | $2,394-18.3% | $3,239-39.6% | $3,607-45.8% |
| Admin fee / account holder | $5,346 | $4,569+17.0% | $6,101-12.4% | $5,124+4.3% |