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 | $45,291 | $47,848-5.3% | $81,478-44.4% | $70,131-35.4% |
| Participation rate | 62.8% | 58.3%+4.5pp | 68.0%-5.2pp | 69.5%-6.8pp |
| Annual return | 14.68% | 27.25%-12.6pp | 38.78%-24.1pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,096 | $1,527+37.3% | $2,568-18.4% | $2,342-10.5% |
| Participant deferral / active EE | $3,145 | $2,453+28.2% | $3,537-11.1% | $3,332-5.6% |
| Admin fee / account holder | $1,396 | $3,145-55.6% | $4,561-69.4% | $4,645-70.0% |