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 | $66,221 | $65,041+1.8% | $90,951-27.2% | $79,858-17.1% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 22.21% | 30.45%-8.2pp | 134.60%-112.4pp | 31.71%-9.5pp |
| Employer contribution / active EE | $1,412 | $1,247+13.2% | $2,122-33.5% | $2,471-42.9% |
| Participant deferral / active EE | $2,722 | $2,512+8.4% | $3,373-19.3% | $3,740-27.2% |
| Admin fee / account holder | $3,039 | $4,536-33.0% | $5,959-49.0% | $5,306-42.7% |