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 | $71,399 | $81,460-12.4% | $103,333-30.9% | $80,856-11.7% |
| Participation rate | 29.4% | 66.8%-37.4pp | 74.5%-45.1pp | 67.6%-38.2pp |
| Annual return | 12.90% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,400 | $3,105+9.5% | $3,868-12.1% | $2,755+23.4% |
| Participant deferral / active EE | $5,616 | $3,869+45.2% | $5,057+11.0% | $4,296+30.7% |
| Admin fee / account holder | $5,241 | $6,566-20.2% | $8,355-37.3% | $6,918-24.2% |