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 | $74,950 | $63,764+17.5% | $81,930-8.5% | $79,858-6.1% |
| Participation rate | 60.7% | 67.5%-6.8pp | 72.0%-11.3pp | 69.6%-8.9pp |
| Annual return | 10.87% | 22.66%-11.8pp | 29.49%-18.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,129 | $1,795+18.6% | $4,310-50.6% | $2,471-13.8% |
| Participant deferral / active EE | $3,448 | $2,780+24.0% | $7,107-51.5% | $3,740-7.8% |
| Admin fee / account holder | $4,813 | $4,426+8.7% | $5,158-6.7% | $5,306-9.3% |