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 | $65,157 | $74,927-13.0% | $101,794-36.0% | $84,808-23.2% |
| Participation rate | 57.4% | 61.4%-4.0pp | 69.2%-11.8pp | 68.3%-10.9pp |
| Annual return | 13.17% | 18.70%-5.5pp | 30.53%-17.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,519 | $1,522-0.2% | $2,289-33.6% | $2,631-42.3% |
| Participant deferral / active EE | $3,281 | $3,099+5.9% | $4,084-19.7% | $4,212-22.1% |
| Admin fee / account holder | $7,872 | $6,514+20.9% | $8,777-10.3% | $7,344+7.2% |