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 | $90,443 | $86,891+4.1% | $142,449-36.5% | $75,163+20.3% |
| Participation rate | 57.7% | 68.5%-10.8pp | 76.8%-19.1pp | 67.2%-9.5pp |
| Annual return | 15.65% | 23.31%-7.7pp | 19.99%-4.3pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,985 | $3,355-40.8% | $4,847-59.1% | $2,670-25.7% |
| Participant deferral / active EE | $3,768 | $4,938-23.7% | $6,283-40.0% | $4,125-8.7% |
| Admin fee / account holder | $6,737 | $7,299-7.7% | $10,011-32.7% | $5,651+19.2% |