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 | $87,902 | $89,753-2.1% | $107,525-18.3% | $84,808+3.6% |
| Participation rate | 61.9% | 68.1%-6.2pp | 75.1%-13.2pp | 68.3%-6.4pp |
| Annual return | 15.56% | 29.48%-13.9pp | 181.32%-165.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,217 | $3,113-28.8% | $3,754-40.9% | $2,631-15.7% |
| Participant deferral / active EE | $4,291 | $4,056+5.8% | $5,116-16.1% | $4,212+1.9% |
| Admin fee / account holder | $9,094 | $7,222+25.9% | $8,919+2.0% | $7,344+23.8% |