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 | $69,611 | $60,892+14.3% | $82,389-15.5% | $84,808-17.9% |
| Participation rate | 60.0% | 63.3%-3.3pp | 69.5%-9.5pp | 68.3%-8.3pp |
| Annual return | 13.23% | 37.29%-24.1pp | 28.67%-15.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,864 | $1,779+4.7% | $2,517-26.0% | $2,631-29.2% |
| Participant deferral / active EE | $4,957 | $3,179+56.0% | $4,155+19.3% | $4,212+17.7% |
| Admin fee / account holder | $8,145 | $5,467+49.0% | $7,231+12.6% | $7,344+10.9% |