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 | $100,282 | $81,460+23.1% | $103,333-3.0% | $80,856+24.0% |
| Participation rate | 54.3% | 66.8%-12.5pp | 74.5%-20.2pp | 67.6%-13.3pp |
| Annual return | 18.78% | 25.55%-6.8pp | 24.88%-6.1pp | 35.59%-16.8pp |
| Employer contribution / active EE | $1,152 | $3,105-62.9% | $3,868-70.2% | $2,755-58.2% |
| Participant deferral / active EE | $2,534 | $3,869-34.5% | $5,057-49.9% | $4,296-41.0% |
| Admin fee / account holder | $1,582 | $6,566-75.9% | $8,355-81.1% | $6,918-77.1% |