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 | $75,042 | $86,929-13.7% | $102,423-26.7% | $80,856-7.2% |
| Participation rate | 63.6% | 72.4%-8.7pp | 76.5%-12.9pp | 67.6%-4.0pp |
| Annual return | 14.55% | 18.88%-4.3pp | 29.32%-14.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,463 | $2,369+3.9% | $3,023-18.6% | $2,755-10.6% |
| Participant deferral / active EE | $4,868 | $4,118+18.2% | $5,053-3.7% | $4,296+13.3% |
| Admin fee / account holder | $2,321 | $8,049-71.2% | $9,451-75.4% | $6,918-66.5% |