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 | $104,149 | $93,170+11.8% | $100,534+3.6% | $84,808+22.8% |
| Participation rate | 64.0% | 75.8%-11.8pp | 80.6%-16.6pp | 68.3%-4.3pp |
| Annual return | 14.42% | 47.13%-32.7pp | 32.66%-18.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,967 | $3,985-50.6% | $4,346-54.7% | $2,631-25.2% |
| Participant deferral / active EE | $3,632 | $5,699-36.3% | $6,144-40.9% | $4,212-13.8% |
| Admin fee / account holder | $5,889 | $7,382-20.2% | $7,654-23.1% | $7,344-19.8% |