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 | $68,270 | $58,512+16.7% | $84,015-18.7% | $72,985-6.5% |
| Participation rate | 53.7% | 61.2%-7.5pp | 69.0%-15.3pp | 69.5%-15.8pp |
| Annual return | 23.06% | 28.93%-5.9pp | 71.31%-48.2pp | 81.00%-57.9pp |
| Employer contribution / active EE | $943 | $1,163-18.9% | $1,983-52.4% | $2,440-61.3% |
| Participant deferral / active EE | $2,116 | $2,394-11.6% | $3,239-34.7% | $3,607-41.3% |
| Admin fee / account holder | $10,180 | $4,569+122.8% | $6,101+66.9% | $5,124+98.7% |