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 | $60,505 | $51,175+18.2% | $70,515-14.2% | $75,163-19.5% |
| Participation rate | 49.3% | 60.9%-11.7pp | 68.3%-19.1pp | 67.2%-17.9pp |
| Annual return | 18.49% | 30.02%-11.5pp | 32.77%-14.3pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,434 | $1,826-21.5% | $2,973-51.8% | $2,670-46.3% |
| Participant deferral / active EE | $2,792 | $2,849-2.0% | $4,567-38.9% | $4,125-32.3% |
| Admin fee / account holder | $7,330 | $4,091+79.2% | $6,412+14.3% | $5,651+29.7% |