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 | $82,941 | $74,927+10.7% | $101,794-18.5% | $84,808-2.2% |
| Participation rate | 51.8% | 61.4%-9.6pp | 69.2%-17.4pp | 68.3%-16.5pp |
| Annual return | 15.30% | 18.70%-3.4pp | 30.53%-15.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,502 | $1,522-1.3% | $2,289-34.4% | $2,631-42.9% |
| Participant deferral / active EE | $3,821 | $3,099+23.3% | $4,084-6.4% | $4,212-9.3% |
| Admin fee / account holder | $8,709 | $6,514+33.7% | $8,777-0.8% | $7,344+18.6% |