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 | $72,282 | $71,050+1.7% | $93,606-22.8% | $80,856-10.6% |
| Participation rate | 55.4% | 60.4%-5.0pp | 68.7%-13.3pp | 67.6%-12.2pp |
| Annual return | 15.33% | 11.26%+4.1pp | 133.20%-117.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,609 | $1,564+2.9% | $2,420-33.5% | $2,755-41.6% |
| Participant deferral / active EE | $2,136 | $4,034-47.1% | $4,411-51.6% | $4,296-50.3% |
| Admin fee / account holder | $2,593 | $6,945-62.7% | $8,285-68.7% | $6,918-62.5% |