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 | $73,216 | $77,660-5.7% | $109,143-32.9% | $79,386-7.8% |
| Participation rate | 66.4% | 67.8%-1.4pp | 75.9%-9.5pp | 70.7%-4.3pp |
| Annual return | 26.11% | 23.44%+2.7pp | 25.75%+0.4pp | 116.85%-90.7pp |
| Employer contribution / active EE | $2,865 | $2,797+2.4% | $3,722-23.0% | $2,427+18.0% |
| Participant deferral / active EE | $6,515 | $3,518+85.2% | $4,653+40.0% | $4,046+61.0% |
| Admin fee / account holder | $2,630 | $732+259.2% | $6,752-61.0% | $626+319.9% |